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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 | $14,499 | $202,342-92.8% | $172,752-91.6% | $152,897-90.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 30.45% | 1029.83%-999.4pp | 802.97%-772.5pp | 345.43%-315.0pp |
| Employer contribution / active EE | $1,577 | $5,858-73.1% | $5,144-69.4% | $4,764-66.9% |
| Participant deferral / active EE | $5,708 | $5,948-4.0% | $5,198+9.8% | $5,851-2.4% |
| Admin fee / account holder | $21 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |