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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 | $32,268 | $198,462-83.7% | $170,439-81.1% | $147,585-78.1% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 26.09% | 257.30%-231.2pp | 205.94%-179.8pp | 578.58%-552.5pp |
| Employer contribution / active EE | $1,755 | $6,184-71.6% | $5,433-67.7% | $4,876-64.0% |
| Participant deferral / active EE | $6,643 | $5,629+18.0% | $4,939+34.5% | $5,439+22.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |