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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 | $17,692 | $209,422-91.6% | $178,503-90.1% | $158,982-88.9% |
| Participation rate | 94.1% | 86.4%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 16.42% | 188.81%-172.4pp | 151.12%-134.7pp | 302.99%-286.6pp |
| Employer contribution / active EE | $1,720 | $5,707-69.9% | $5,011-65.7% | $4,763-63.9% |
| Participant deferral / active EE | $2,369 | $5,955-60.2% | $5,202-54.5% | $5,983-60.4% |
| Admin fee / account holder | $98 | $17,079-99.4% | $13,987-99.3% | $11,252-99.1% |