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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 | $9,603 | $181,896-94.7% | $156,551-93.9% | $273,972-96.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 762.84% | 30.74%+732.1pp | 32.23%+730.6pp | 41.46%+721.4pp |
| Employer contribution / active EE | $1,989 | $6,248-68.2% | $5,501-63.8% | $4,869-59.1% |
| Participant deferral / active EE | $4,692 | $5,550-15.5% | $4,871-3.7% | $5,287-11.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |