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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 | $26,629 | $202,342-86.8% | $172,753-84.6% | $152,909-82.6% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 23.36% | 1029.88%-1006.5pp | 803.00%-779.6pp | 345.46%-322.1pp |
| Employer contribution / active EE | $4,234 | $5,857-27.7% | $5,144-17.7% | $4,764-11.1% |
| Participant deferral / active EE | $5,518 | $5,948-7.2% | $5,198+6.2% | $5,851-5.7% |
| Admin fee / account holder | $277 | $17,112-98.4% | $13,956-98.0% | $11,601-97.6% |