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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 | $18,595 | $202,345-90.8% | $172,755-89.2% | $152,885-87.8% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 28.03% | 1029.77%-1001.7pp | 802.94%-774.9pp | 345.39%-317.4pp |
| Employer contribution / active EE | $2,789 | $5,858-52.4% | $5,144-45.8% | $4,763-41.4% |
| Participant deferral / active EE | $4,784 | $5,948-19.6% | $5,198-8.0% | $5,851-18.2% |
| Admin fee / account holder | $103 | $17,111-99.4% | $13,955-99.3% | $11,598-99.1% |