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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 | $21,607 | $202,342-89.3% | $172,753-87.5% | $152,909-85.9% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.5%-3.9pp |
| Annual return | 29.11% | 1029.88%-1000.8pp | 803.00%-773.9pp | 345.46%-316.4pp |
| Employer contribution / active EE | $1,685 | $5,857-71.2% | $5,144-67.2% | $4,764-64.6% |
| Participant deferral / active EE | $4,395 | $5,948-26.1% | $5,198-15.4% | $5,851-24.9% |
| Admin fee / account holder | $166 | $17,112-99.0% | $13,956-98.8% | $11,601-98.6% |