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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 | $18,147 | $197,637-90.8% | $177,848-89.8% | $158,982-88.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 183.47% | 58.77%+124.7pp | 48.33%+135.1pp | 302.99%-119.5pp |
| Employer contribution / active EE | $3,615 | $6,698-46.0% | $5,919-38.9% | $4,763-24.1% |
| Participant deferral / active EE | $8,559 | $8,405+1.8% | $7,714+11.0% | $5,983+43.0% |
| Admin fee / account holder | $2 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |