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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 | $28,243 | $198,462-85.8% | $170,439-83.4% | $147,585-80.9% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 22.17% | 257.30%-235.1pp | 205.94%-183.8pp | 578.58%-556.4pp |
| Employer contribution / active EE | $2,229 | $6,184-63.9% | $5,433-59.0% | $4,876-54.3% |
| Participant deferral / active EE | $6,672 | $5,629+18.5% | $4,939+35.1% | $5,439+22.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |