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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 | $29,790 | $183,988-83.8% | $162,177-81.6% | $152,897-80.5% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.5%+10.4pp |
| Annual return | 25.42% | 150.79%-125.4pp | 115.60%-90.2pp | 345.43%-320.0pp |
| Employer contribution / active EE | $1,712 | $6,370-73.1% | $5,613-69.5% | $4,764-64.1% |
| Participant deferral / active EE | $4,560 | $8,032-43.2% | $7,297-37.5% | $5,851-22.1% |
| Admin fee / account holder | $293 | $13,123-97.8% | $10,843-97.3% | $11,599-97.5% |