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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 | $19,518 | $217,432-91.0% | $185,849-89.5% | $167,536-88.3% |
| Participation rate | 78.6% | 86.1%-7.5pp | 81.7%-3.1pp | 82.1%-3.5pp |
| Annual return | 47.14% | 148.42%-101.3pp | 122.10%-75.0pp | 478.82%-431.7pp |
| Employer contribution / active EE | $1,729 | $5,875-70.6% | $5,169-66.5% | $4,839-64.3% |
| Participant deferral / active EE | $4,743 | $6,357-25.4% | $5,569-14.8% | $6,342-25.2% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |