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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 | $22,946 | $150,446-84.7% | $136,297-83.2% | $147,585-84.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 28.95% | 1049.14%-1020.2pp | 5156.19%-5127.2pp | 578.58%-549.6pp |
| Employer contribution / active EE | $1,819 | $5,256-65.4% | $4,696-61.3% | $4,876-62.7% |
| Participant deferral / active EE | $4,650 | $6,631-29.9% | $6,247-25.6% | $5,439-14.5% |
| Admin fee / account holder | $23 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |