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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 | $26,473 | $184,000-85.6% | $162,185-83.7% | $152,909-82.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 31.08% | 150.80%-119.7pp | 115.61%-84.5pp | 345.46%-314.4pp |
| Employer contribution / active EE | $3,824 | $6,370-40.0% | $5,613-31.9% | $4,764-19.7% |
| Participant deferral / active EE | $6,838 | $8,033-14.9% | $7,297-6.3% | $5,851+16.9% |
| Admin fee / account holder | $52 | $13,124-99.6% | $10,844-99.5% | $11,601-99.6% |