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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 | $24,669 | $202,342-87.8% | $172,752-85.7% | $152,897-83.9% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 16.86% | 1029.83%-1013.0pp | 802.97%-786.1pp | 345.43%-328.6pp |
| Employer contribution / active EE | $7,365 | $5,858+25.7% | $5,144+43.2% | $4,764+54.6% |
| Participant deferral / active EE | $4,673 | $5,948-21.4% | $5,198-10.1% | $5,851-20.1% |
| Admin fee / account holder | $222 | $17,111-98.7% | $13,955-98.4% | $11,599-98.1% |