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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 | $15,920 | $209,422-92.4% | $178,503-91.1% | $158,982-90.0% |
| Participation rate | 76.5% | 86.4%-9.9pp | 81.9%-5.5pp | 82.0%-5.5pp |
| Annual return | 75.76% | 188.81%-113.0pp | 151.12%-75.4pp | 302.99%-227.2pp |
| Employer contribution / active EE | $1,438 | $5,707-74.8% | $5,011-71.3% | $4,763-69.8% |
| Participant deferral / active EE | $7,552 | $5,955+26.8% | $5,202+45.2% | $5,983+26.2% |
| Admin fee / account holder | $68 | $17,079-99.6% | $13,987-99.5% | $11,252-99.4% |