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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 | $20,912 | $209,422-90.0% | $178,503-88.3% | $158,982-86.8% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 26.46% | 188.81%-162.4pp | 151.12%-124.7pp | 302.99%-276.5pp |
| Employer contribution / active EE | $2,162 | $5,707-62.1% | $5,011-56.9% | $4,763-54.6% |
| Participant deferral / active EE | $3,871 | $5,955-35.0% | $5,202-25.6% | $5,983-35.3% |
| Admin fee / account holder | $160 | $17,079-99.1% | $13,987-98.9% | $11,252-98.6% |