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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 | $6,099 | $202,342-97.0% | $172,752-96.5% | $152,897-96.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 34.99% | 1029.83%-994.8pp | 802.97%-768.0pp | 345.43%-310.4pp |
| Employer contribution / active EE | $1,806 | $5,858-69.2% | $5,144-64.9% | $4,764-62.1% |
| Participant deferral / active EE | $2,089 | $5,948-64.9% | $5,198-59.8% | $5,851-64.3% |
| Admin fee / account holder | $28 | $17,111-99.8% | $13,955-99.8% | $11,599-99.8% |