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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 | $20,453 | $202,342-89.9% | $172,753-88.2% | $152,909-86.6% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 31.32% | 1029.88%-998.6pp | 803.00%-771.7pp | 345.46%-314.1pp |
| Employer contribution / active EE | $1,667 | $5,857-71.5% | $5,144-67.6% | $4,764-65.0% |
| Participant deferral / active EE | $4,982 | $5,948-16.2% | $5,198-4.1% | $5,851-14.9% |
| Admin fee / account holder | $238 | $17,112-98.6% | $13,956-98.3% | $11,601-97.9% |