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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 | $19,881 | $202,342-90.2% | $172,753-88.5% | $152,909-87.0% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 29.25% | 1029.88%-1000.6pp | 803.00%-773.8pp | 345.46%-316.2pp |
| Employer contribution / active EE | $2,244 | $5,857-61.7% | $5,144-56.4% | $4,764-52.9% |
| Participant deferral / active EE | $4,462 | $5,948-25.0% | $5,198-14.2% | $5,851-23.7% |
| Admin fee / account holder | $18 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |