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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 | $24,135 | $162,821-85.2% | $133,978-82.0% | $158,982-84.8% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 82.35% | 41.95%+40.4pp | 45.10%+37.3pp | 302.99%-220.6pp |
| Employer contribution / active EE | $5,900 | $4,976+18.6% | $3,919+50.6% | $4,763+23.9% |
| Participant deferral / active EE | $7,466 | $5,910+26.3% | $5,047+47.9% | $5,983+24.8% |
| Admin fee / account holder | $13 | $11,742-99.9% | $8,930-99.9% | $11,252-99.9% |