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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 | $28,115 | $202,342-86.1% | $172,753-83.7% | $152,909-81.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 26.64% | 1029.88%-1003.2pp | 803.00%-776.4pp | 345.46%-318.8pp |
| Employer contribution / active EE | $3,350 | $5,857-42.8% | $5,144-34.9% | $4,764-29.7% |
| Participant deferral / active EE | $5,231 | $5,948-12.1% | $5,198+0.6% | $5,851-10.6% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |