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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 | $20,729 | $217,432-90.5% | $185,849-88.8% | $167,536-87.6% |
| Participation rate | 95.0% | 86.1%+8.9pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 31.82% | 148.42%-116.6pp | 122.10%-90.3pp | 478.82%-447.0pp |
| Employer contribution / active EE | $1,661 | $5,875-71.7% | $5,169-67.9% | $4,839-65.7% |
| Participant deferral / active EE | $3,475 | $6,357-45.3% | $5,569-37.6% | $6,342-45.2% |
| Admin fee / account holder | $166 | $19,818-99.2% | $16,244-99.0% | $12,315-98.7% |