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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 | $30,197 | $209,847-85.6% | $189,520-84.1% | $167,518-82.0% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 24.77% | 748.45%-723.7pp | 555.25%-530.5pp | 478.71%-453.9pp |
| Employer contribution / active EE | $1,814 | $6,913-73.8% | $6,161-70.6% | $4,838-62.5% |
| Participant deferral / active EE | $8,792 | $8,934-1.6% | $8,220+7.0% | $6,342+38.6% |
| Admin fee / account holder | $20 | $14,295-99.9% | $12,046-99.8% | $12,312-99.8% |