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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 | $14,097 | $202,342-93.0% | $172,752-91.8% | $152,897-90.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 62.54% | 1029.83%-967.3pp | 802.97%-740.4pp | 345.43%-282.9pp |
| Employer contribution / active EE | $2,176 | $5,858-62.8% | $5,144-57.7% | $4,764-54.3% |
| Participant deferral / active EE | $5,568 | $5,948-6.4% | $5,198+7.1% | $5,851-4.8% |
| Admin fee / account holder | $73 | $17,111-99.6% | $13,955-99.5% | $11,599-99.4% |