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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 | $20,306 | $202,345-90.0% | $172,755-88.2% | $152,885-86.7% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 25.40% | 1029.77%-1004.4pp | 802.94%-777.5pp | 345.39%-320.0pp |
| Employer contribution / active EE | $1,666 | $5,858-71.6% | $5,144-67.6% | $4,763-65.0% |
| Participant deferral / active EE | $3,816 | $5,948-35.8% | $5,198-26.6% | $5,851-34.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |