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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 | $175,231-90.2% | $149,696-88.5% | $139,466-87.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 42.21% | 166.77%-124.6pp | 134.46%-92.2pp | 373.66%-331.5pp |
| Employer contribution / active EE | $2,628 | $5,478-52.0% | $4,821-45.5% | $4,754-44.7% |
| Participant deferral / active EE | $3,461 | $6,521-46.9% | $5,682-39.1% | $6,712-48.4% |
| Admin fee / account holder | $69 | $16,155-99.6% | $13,212-99.5% | $11,409-99.4% |