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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 | $22,015 | $209,888-89.5% | $189,545-88.4% | $167,553-86.9% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 32.83% | 748.66%-715.8pp | 555.36%-522.5pp | 478.89%-446.1pp |
| Employer contribution / active EE | $1,857 | $6,915-73.1% | $6,162-69.9% | $4,840-61.6% |
| Participant deferral / active EE | $9,707 | $8,934+8.6% | $8,220+18.1% | $6,343+53.0% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |