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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 | $17,386 | $202,342-91.4% | $172,752-89.9% | $152,897-88.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 44.29% | 1029.83%-985.5pp | 802.97%-758.7pp | 345.43%-301.1pp |
| Employer contribution / active EE | $2,812 | $5,858-52.0% | $5,144-45.3% | $4,764-41.0% |
| Participant deferral / active EE | $5,029 | $5,948-15.5% | $5,198-3.3% | $5,851-14.1% |
| Admin fee / account holder | $13 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |