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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 | $22,555 | $180,462-87.5% | $154,111-85.4% | $135,379-83.3% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | 202.24% | 888.17%-685.9pp | 735.18%-532.9pp | 519.79%-317.5pp |
| Employer contribution / active EE | $1,749 | $6,036-71.0% | $5,298-67.0% | $4,779-63.4% |
| Participant deferral / active EE | $3,994 | $5,806-31.2% | $5,081-21.4% | $5,609-28.8% |
| Admin fee / account holder | $182 | $16,145-98.9% | $13,411-98.6% | $10,828-98.3% |