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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 | $30,743 | $171,867-82.1% | $149,721-79.5% | $147,586-79.2% |
| Participation rate | 76.9% | 88.2%-11.3pp | 87.1%-10.1pp | 82.8%-5.9pp |
| Annual return | 23.75% | 2113.36%-2089.6pp | 1501.67%-1477.9pp | 578.59%-554.8pp |
| Employer contribution / active EE | $3,217 | $6,275-48.7% | $5,444-40.9% | $4,876-34.0% |
| Participant deferral / active EE | $9,044 | $7,270+24.4% | $6,568+37.7% | $5,439+66.3% |
| Admin fee / account holder | $221 | $13,799-98.4% | $11,282-98.0% | $10,886-98.0% |