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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 | $25,990 | $183,988-85.9% | $162,177-84.0% | $152,897-83.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 29.67% | 150.79%-121.1pp | 115.60%-85.9pp | 345.43%-315.8pp |
| Employer contribution / active EE | $4,267 | $6,370-33.0% | $5,613-24.0% | $4,764-10.4% |
| Participant deferral / active EE | $7,794 | $8,032-3.0% | $7,297+6.8% | $5,851+33.2% |
| Admin fee / account holder | $200 | $13,123-98.5% | $10,843-98.2% | $11,599-98.3% |