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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 | $20,383 | $150,445-86.5% | $136,297-85.0% | $147,585-86.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.65% | 1049.14%-1029.5pp | 5156.16%-5136.5pp | 578.57%-558.9pp |
| Employer contribution / active EE | $1,599 | $5,256-69.6% | $4,696-66.0% | $4,876-67.2% |
| Participant deferral / active EE | $2,144 | $6,631-67.7% | $6,247-65.7% | $5,439-60.6% |
| Admin fee / account holder | $74 | $10,906-99.3% | $9,244-99.2% | $10,885-99.3% |