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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 | $18,852 | $157,304-88.0% | $141,197-86.6% | $152,909-87.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 199.71% | 64.34%+135.4pp | 71.41%+128.3pp | 345.46%-145.8pp |
| Employer contribution / active EE | $3,194 | $5,263-39.3% | $4,736-32.6% | $4,764-33.0% |
| Participant deferral / active EE | $3,987 | $7,111-43.9% | $6,710-40.6% | $5,851-31.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |