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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 | $18,064 | $150,447-88.0% | $136,298-86.7% | $147,586-87.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 17.34% | 1049.15%-1031.8pp | 5156.27%-5138.9pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,554 | $5,256-70.4% | $4,696-66.9% | $4,876-68.1% |
| Participant deferral / active EE | $4,115 | $6,631-37.9% | $6,247-34.1% | $5,439-24.3% |
| Admin fee / account holder | $142 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |