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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 | $17,610 | $202,342-91.3% | $172,752-89.8% | $152,897-88.5% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 20.93% | 1029.83%-1008.9pp | 802.97%-782.0pp | 345.43%-324.5pp |
| Employer contribution / active EE | $3,194 | $5,858-45.5% | $5,144-37.9% | $4,764-32.9% |
| Participant deferral / active EE | $4,984 | $5,948-16.2% | $5,198-4.1% | $5,851-14.8% |
| Admin fee / account holder | $148 | $17,111-99.1% | $13,955-98.9% | $11,599-98.7% |