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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 | $15,329 | $202,342-92.4% | $172,753-91.1% | $152,909-90.0% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 23.82% | 1029.88%-1006.1pp | 803.00%-779.2pp | 345.46%-321.6pp |
| Employer contribution / active EE | $3,820 | $5,857-34.8% | $5,144-25.7% | $4,764-19.8% |
| Participant deferral / active EE | $2,644 | $5,948-55.5% | $5,198-49.1% | $5,851-54.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |