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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 | $22,124 | $198,457-88.9% | $170,435-87.0% | $147,586-85.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 37.42% | 257.30%-219.9pp | 205.94%-168.5pp | 578.59%-541.2pp |
| Employer contribution / active EE | $8,159 | $6,183+32.0% | $5,432+50.2% | $4,876+67.3% |
| Participant deferral / active EE | $5,463 | $5,629-3.0% | $4,939+10.6% | $5,439+0.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |