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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 | $30,529 | $198,457-84.6% | $170,435-82.1% | $147,586-79.3% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 19.69% | 257.30%-237.6pp | 205.94%-186.2pp | 578.59%-558.9pp |
| Employer contribution / active EE | $2,072 | $6,183-66.5% | $5,432-61.9% | $4,876-57.5% |
| Participant deferral / active EE | $4,766 | $5,629-15.3% | $4,939-3.5% | $5,439-12.4% |
| Admin fee / account holder | $122 | $16,852-99.3% | $13,881-99.1% | $10,886-98.9% |