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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 | $22,607 | $202,342-88.8% | $172,752-86.9% | $152,897-85.2% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 25.54% | 1029.83%-1004.3pp | 802.97%-777.4pp | 345.43%-319.9pp |
| Employer contribution / active EE | $1,622 | $5,858-72.3% | $5,144-68.5% | $4,764-66.0% |
| Participant deferral / active EE | $3,481 | $5,948-41.5% | $5,198-33.0% | $5,851-40.5% |
| Admin fee / account holder | $144 | $17,111-99.2% | $13,955-99.0% | $11,599-98.8% |