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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 | $24,227 | $202,345-88.0% | $172,755-86.0% | $152,885-84.2% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 28.89% | 1029.77%-1000.9pp | 802.94%-774.0pp | 345.39%-316.5pp |
| Employer contribution / active EE | $2,128 | $5,858-63.7% | $5,144-58.6% | $4,763-55.3% |
| Participant deferral / active EE | $6,573 | $5,948+10.5% | $5,198+26.5% | $5,851+12.3% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |