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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 | $17,046 | $202,342-91.6% | $172,753-90.1% | $152,909-88.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 31.04% | 1029.88%-998.8pp | 803.00%-772.0pp | 345.46%-314.4pp |
| Employer contribution / active EE | $2,385 | $5,857-59.3% | $5,144-53.6% | $4,764-49.9% |
| Participant deferral / active EE | $3,764 | $5,948-36.7% | $5,198-27.6% | $5,851-35.7% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |