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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,557 | $202,342-91.8% | $172,752-90.4% | $152,897-89.2% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 26.41% | 1029.83%-1003.4pp | 802.97%-776.6pp | 345.43%-319.0pp |
| Employer contribution / active EE | $1,682 | $5,858-71.3% | $5,144-67.3% | $4,764-64.7% |
| Participant deferral / active EE | $6,400 | $5,948+7.6% | $5,198+23.1% | $5,851+9.4% |
| Admin fee / account holder | $87 | $17,111-99.5% | $13,955-99.4% | $11,599-99.2% |