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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 | $21,028 | $202,342-89.6% | $172,752-87.8% | $152,897-86.2% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 36.23% | 1029.83%-993.6pp | 802.97%-766.7pp | 345.43%-309.2pp |
| Employer contribution / active EE | $1,279 | $5,858-78.2% | $5,144-75.1% | $4,764-73.1% |
| Participant deferral / active EE | $6,113 | $5,948+2.8% | $5,198+17.6% | $5,851+4.5% |
| Admin fee / account holder | $20 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |