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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 | $22,991 | $209,422-89.0% | $178,503-87.1% | $158,982-85.5% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 227.48% | 188.81%+38.7pp | 151.12%+76.4pp | 302.99%-75.5pp |
| Employer contribution / active EE | $1,611 | $5,707-71.8% | $5,011-67.8% | $4,763-66.2% |
| Participant deferral / active EE | $3,568 | $5,955-40.1% | $5,202-31.4% | $5,983-40.4% |
| Admin fee / account holder | $97 | $17,079-99.4% | $13,987-99.3% | $11,252-99.1% |