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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 | $20,791 | $198,457-89.5% | $170,435-87.8% | $147,586-85.9% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 36.24% | 257.30%-221.1pp | 205.94%-169.7pp | 578.59%-542.4pp |
| Employer contribution / active EE | $10,730 | $6,183+73.5% | $5,432+97.5% | $4,876+120.0% |
| Participant deferral / active EE | $7,845 | $5,629+39.4% | $4,939+58.8% | $5,439+44.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |