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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 | $28,661 | $202,342-85.8% | $172,752-83.4% | $152,897-81.3% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 24.84% | 1029.83%-1005.0pp | 802.97%-778.1pp | 345.43%-320.6pp |
| Employer contribution / active EE | $1,523 | $5,858-74.0% | $5,144-70.4% | $4,764-68.0% |
| Participant deferral / active EE | $2,299 | $5,948-61.4% | $5,198-55.8% | $5,851-60.7% |
| Admin fee / account holder | $24 | $17,111-99.9% | $13,955-99.8% | $11,599-99.8% |