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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 | $26,591 | $202,342-86.9% | $172,752-84.6% | $152,897-82.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 29.90% | 1029.83%-999.9pp | 802.97%-773.1pp | 345.43%-315.5pp |
| Employer contribution / active EE | $4,198 | $5,858-28.3% | $5,144-18.4% | $4,764-11.9% |
| Participant deferral / active EE | $5,118 | $5,948-14.0% | $5,198-1.5% | $5,851-12.5% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |