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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 | $19,708 | $217,432-90.9% | $185,849-89.4% | $167,536-88.2% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 51.83% | 148.42%-96.6pp | 122.10%-70.3pp | 478.82%-427.0pp |
| Employer contribution / active EE | $1,929 | $5,875-67.2% | $5,169-62.7% | $4,839-60.1% |
| Participant deferral / active EE | $6,833 | $6,357+7.5% | $5,569+22.7% | $6,342+7.7% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |