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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 | $17,570 | $175,259-90.0% | $149,723-88.3% | $139,487-87.4% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 34.47% | 166.82%-132.4pp | 134.50%-100.0pp | 373.84%-339.4pp |
| Employer contribution / active EE | $6,768 | $5,478+23.5% | $4,821+40.4% | $4,755+42.3% |
| Participant deferral / active EE | $3,573 | $6,522-45.2% | $5,682-37.1% | $6,713-46.8% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |