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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 | $21,468 | $202,345-89.4% | $172,755-87.6% | $152,885-86.0% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.5%+13.0pp |
| Annual return | 24.24% | 1029.77%-1005.5pp | 802.94%-778.7pp | 345.39%-321.2pp |
| Employer contribution / active EE | $2,139 | $5,858-63.5% | $5,144-58.4% | $4,763-55.1% |
| Participant deferral / active EE | $4,213 | $5,948-29.2% | $5,198-18.9% | $5,851-28.0% |
| Admin fee / account holder | $133 | $17,111-99.2% | $13,955-99.0% | $11,598-98.9% |