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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 | $10,319 | $202,342-94.9% | $172,752-94.0% | $152,897-93.3% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 32.41% | 1029.83%-997.4pp | 802.97%-770.6pp | 345.43%-313.0pp |
| Employer contribution / active EE | $2,498 | $5,858-57.4% | $5,144-51.4% | $4,764-47.6% |
| Participant deferral / active EE | $4,307 | $5,948-27.6% | $5,198-17.1% | $5,851-26.4% |
| Admin fee / account holder | $28 | $17,111-99.8% | $13,955-99.8% | $11,599-99.8% |