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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 | $18,521 | $226,135-91.8% | $182,558-89.9% | $152,909-87.9% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.0%+3.8pp | 82.5%-0.6pp |
| Annual return | 18.70% | 192.60%-173.9pp | 148.59%-129.9pp | 345.46%-326.8pp |
| Employer contribution / active EE | $1,812 | $4,979-63.6% | $4,076-55.5% | $4,764-62.0% |
| Participant deferral / active EE | $6,260 | $6,371-1.7% | $5,526+13.3% | $5,851+7.0% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |