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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 | $17,510 | $171,867-89.8% | $149,721-88.3% | $147,586-88.1% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 15.99% | 2113.36%-2097.4pp | 1501.67%-1485.7pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,624 | $6,275-74.1% | $5,444-70.2% | $4,876-66.7% |
| Participant deferral / active EE | $2,592 | $7,270-64.4% | $6,568-60.5% | $5,439-52.3% |
| Admin fee / account holder | $99 | $13,799-99.3% | $11,282-99.1% | $10,886-99.1% |