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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 | $12,573 | $150,442-91.6% | $136,295-90.8% | $147,585-91.5% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 21.55% | 1049.09%-1027.5pp | 5155.97%-5134.4pp | 578.56%-557.0pp |
| Employer contribution / active EE | $1,092 | $5,256-79.2% | $4,695-76.7% | $4,876-77.6% |
| Participant deferral / active EE | $2,691 | $6,630-59.4% | $6,247-56.9% | $5,439-50.5% |
| Admin fee / account holder | $29 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |