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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 | $17,384 | $217,427-92.0% | $185,837-90.6% | $167,518-89.6% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 9.81% | 148.39%-138.6pp | 122.08%-112.3pp | 478.71%-468.9pp |
| Employer contribution / active EE | $5,527 | $5,874-5.9% | $5,168+6.9% | $4,838+14.2% |
| Participant deferral / active EE | $7,398 | $6,357+16.4% | $5,568+32.9% | $6,342+16.6% |
| Admin fee / account holder | $24 | $19,816-99.9% | $16,241-99.9% | $12,312-99.8% |