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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 | $18,159 | $202,342-91.0% | $172,752-89.5% | $152,897-88.1% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 393.17% | 1029.83%-636.7pp | 802.97%-409.8pp | 345.43%+47.7pp |
| Employer contribution / active EE | $1,941 | $5,858-66.9% | $5,144-62.3% | $4,764-59.2% |
| Participant deferral / active EE | $4,065 | $5,948-31.7% | $5,198-21.8% | $5,851-30.5% |
| Admin fee / account holder | $260 | $17,111-98.5% | $13,955-98.1% | $11,599-97.8% |