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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 | $32,122 | $198,457-83.8% | $170,435-81.2% | $147,586-78.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 18.77% | 257.30%-238.5pp | 205.94%-187.2pp | 578.59%-559.8pp |
| Employer contribution / active EE | $1,875 | $6,183-69.7% | $5,432-65.5% | $4,876-61.5% |
| Participant deferral / active EE | $7,248 | $5,629+28.7% | $4,939+46.7% | $5,439+33.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |