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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 | $12,586 | $202,342-93.8% | $172,752-92.7% | $152,897-91.8% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 44.08% | 1029.83%-985.7pp | 802.97%-758.9pp | 345.43%-301.3pp |
| Employer contribution / active EE | $2,037 | $5,858-65.2% | $5,144-60.4% | $4,764-57.2% |
| Participant deferral / active EE | $6,519 | $5,948+9.6% | $5,198+25.4% | $5,851+11.4% |
| Admin fee / account holder | $167 | $17,111-99.0% | $13,955-98.8% | $11,599-98.6% |