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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 | $21,552 | $165,399-87.0% | $149,745-85.6% | $158,982-86.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 65.30% | 348.34%-283.0pp | 276.72%-211.4pp | 302.99%-237.7pp |
| Employer contribution / active EE | $1,185 | $5,105-76.8% | $4,646-74.5% | $4,763-75.1% |
| Participant deferral / active EE | $6,631 | $7,183-7.7% | $6,843-3.1% | $5,983+10.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |