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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 | $23,408 | $209,422-88.8% | $178,503-86.9% | $158,982-85.3% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 20.74% | 188.81%-168.1pp | 151.12%-130.4pp | 302.99%-282.3pp |
| Employer contribution / active EE | $7,005 | $5,707+22.7% | $5,011+39.8% | $4,763+47.1% |
| Participant deferral / active EE | $6,712 | $5,955+12.7% | $5,202+29.0% | $5,983+12.2% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |