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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 | $15,859 | $150,446-89.5% | $136,297-88.4% | $147,585-89.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 13.12% | 1049.14%-1036.0pp | 5156.19%-5143.1pp | 578.58%-565.5pp |
| Employer contribution / active EE | $1,774 | $5,256-66.3% | $4,696-62.2% | $4,876-63.6% |
| Participant deferral / active EE | $4,800 | $6,631-27.6% | $6,247-23.2% | $5,439-11.7% |
| Admin fee / account holder | $94 | $10,906-99.1% | $9,244-99.0% | $10,886-99.1% |