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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 | $31,106 | $198,461-84.3% | $170,436-81.7% | $147,585-78.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.06% | 257.30%-239.2pp | 205.94%-187.9pp | 578.57%-560.5pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,463 | $5,629+32.6% | $4,939+51.1% | $5,439+37.2% |
| Admin fee / account holder | $59 | $16,852-99.6% | $13,880-99.6% | $10,885-99.5% |