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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 | $21,041 | $198,457-89.4% | $170,435-87.7% | $147,586-85.7% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 36.74% | 257.30%-220.6pp | 205.94%-169.2pp | 578.59%-541.9pp |
| Employer contribution / active EE | $7,053 | $6,183+14.1% | $5,432+29.8% | $4,876+44.6% |
| Participant deferral / active EE | $6,567 | $5,629+16.7% | $4,939+32.9% | $5,439+20.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |