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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 | $11,250 | $165,399-93.2% | $149,745-92.5% | $158,982-92.9% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 27.46% | 348.34%-320.9pp | 276.72%-249.3pp | 302.99%-275.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,917 | $7,183-45.5% | $6,843-42.8% | $5,983-34.5% |
| Admin fee / account holder | $100 | $10,811-99.1% | $9,312-98.9% | $11,252-99.1% |