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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 | $23,580 | $202,345-88.3% | $172,755-86.4% | $152,885-84.6% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 33.90% | 1029.77%-995.9pp | 802.94%-769.0pp | 345.39%-311.5pp |
| Employer contribution / active EE | $2,720 | $5,858-53.6% | $5,144-47.1% | $4,763-42.9% |
| Participant deferral / active EE | $7,804 | $5,948+31.2% | $5,198+50.1% | $5,851+33.4% |
| Admin fee / account holder | $83 | $17,111-99.5% | $13,955-99.4% | $11,598-99.3% |