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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 | $17,475 | $202,342-91.4% | $172,753-89.9% | $152,909-88.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 36.75% | 1029.88%-993.1pp | 803.00%-766.3pp | 345.46%-308.7pp |
| Employer contribution / active EE | $1,782 | $5,857-69.6% | $5,144-65.4% | $4,764-62.6% |
| Participant deferral / active EE | $8,691 | $5,948+46.1% | $5,198+67.2% | $5,851+48.5% |
| Admin fee / account holder | $106 | $17,112-99.4% | $13,956-99.2% | $11,601-99.1% |