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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 | $16,614 | $175,231-90.5% | $149,696-88.9% | $139,466-88.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 27.72% | 166.77%-139.1pp | 134.46%-106.7pp | 373.66%-345.9pp |
| Employer contribution / active EE | $1,091 | $5,478-80.1% | $4,821-77.4% | $4,754-77.0% |
| Participant deferral / active EE | $3,602 | $6,521-44.8% | $5,682-36.6% | $6,712-46.3% |
| Admin fee / account holder | $66 | $16,155-99.6% | $13,212-99.5% | $11,409-99.4% |