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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 | $17,142 | $175,257-90.2% | $149,717-88.6% | $139,456-87.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 42.21% | 166.70%-124.5pp | 134.41%-92.2pp | 373.45%-331.2pp |
| Employer contribution / active EE | $2,628 | $5,477-52.0% | $4,820-45.5% | $4,753-44.7% |
| Participant deferral / active EE | $3,461 | $6,521-46.9% | $5,682-39.1% | $6,711-48.4% |
| Admin fee / account holder | $69 | $16,156-99.6% | $13,213-99.5% | $11,407-99.4% |