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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 | $15,062 | $176,688-91.5% | $130,660-88.5% | $152,897-90.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.5%-7.5pp |
| Annual return | 15.21% | 2693.08%-2677.9pp | 1709.29%-1694.1pp | 345.43%-330.2pp |
| Employer contribution / active EE | $1,761 | $5,743-69.3% | $4,092-57.0% | $4,764-63.0% |
| Participant deferral / active EE | $1,706 | $4,362-60.9% | $3,603-52.7% | $5,851-70.9% |
| Admin fee / account holder | $96 | $7,131-98.7% | $5,463-98.2% | $11,599-99.2% |