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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 | $24,351 | $202,342-88.0% | $172,752-85.9% | $152,897-84.1% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.5%-9.7pp |
| Annual return | 23.48% | 1029.83%-1006.3pp | 802.97%-779.5pp | 345.43%-321.9pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,593 | $5,948-39.6% | $5,198-30.9% | $5,851-38.6% |
| Admin fee / account holder | $172 | $17,111-99.0% | $13,955-98.8% | $11,599-98.5% |