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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 | $18,330 | $184,000-90.0% | $162,185-88.7% | $152,909-88.0% |
| Participation rate | 73.9% | 88.5%-14.6pp | 87.6%-13.6pp | 82.5%-8.5pp |
| Annual return | 77.45% | 150.80%-73.3pp | 115.61%-38.2pp | 345.46%-268.0pp |
| Employer contribution / active EE | $2,775 | $6,370-56.4% | $5,613-50.6% | $4,764-41.7% |
| Participant deferral / active EE | $7,156 | $8,033-10.9% | $7,297-1.9% | $5,851+22.3% |
| Admin fee / account holder | $29 | $13,124-99.8% | $10,844-99.7% | $11,601-99.8% |