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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 | $21,043 | $202,342-89.6% | $172,752-87.8% | $152,897-86.2% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 24.30% | 1029.83%-1005.5pp | 802.97%-778.7pp | 345.43%-321.1pp |
| Employer contribution / active EE | $1,529 | $5,858-73.9% | $5,144-70.3% | $4,764-67.9% |
| Participant deferral / active EE | $6,477 | $5,948+8.9% | $5,198+24.6% | $5,851+10.7% |
| Admin fee / account holder | $105 | $17,111-99.4% | $13,955-99.3% | $11,599-99.1% |