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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 | $30,043 | $198,457-84.9% | $170,435-82.4% | $147,586-79.6% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 21.06% | 257.30%-236.2pp | 205.94%-184.9pp | 578.59%-557.5pp |
| Employer contribution / active EE | $2,335 | $6,183-62.2% | $5,432-57.0% | $4,876-52.1% |
| Participant deferral / active EE | $3,105 | $5,629-44.8% | $4,939-37.1% | $5,439-42.9% |
| Admin fee / account holder | $62 | $16,852-99.6% | $13,881-99.6% | $10,886-99.4% |