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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 | $16,010 | $202,342-92.1% | $172,753-90.7% | $152,909-89.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 30.08% | 1029.88%-999.8pp | 803.00%-772.9pp | 345.46%-315.4pp |
| Employer contribution / active EE | $2,115 | $5,857-63.9% | $5,144-58.9% | $4,764-55.6% |
| Participant deferral / active EE | $5,929 | $5,948-0.3% | $5,198+14.1% | $5,851+1.3% |
| Admin fee / account holder | $82 | $17,112-99.5% | $13,956-99.4% | $11,601-99.3% |