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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 | $18,233 | $209,428-91.3% | $178,498-89.8% | $158,950-88.5% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 21.38% | 188.78%-167.4pp | 151.09%-129.7pp | 302.91%-281.5pp |
| Employer contribution / active EE | $1,426 | $5,707-75.0% | $5,011-71.5% | $4,762-70.1% |
| Participant deferral / active EE | $3,581 | $5,955-39.9% | $5,202-31.2% | $5,983-40.1% |
| Admin fee / account holder | $2 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |