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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 | $6,738 | $209,422-96.8% | $178,503-96.2% | $158,982-95.8% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 423.38% | 188.81%+234.6pp | 151.12%+272.3pp | 302.99%+120.4pp |
| Employer contribution / active EE | $1,267 | $5,707-77.8% | $5,011-74.7% | $4,763-73.4% |
| Participant deferral / active EE | $5,512 | $5,955-7.4% | $5,202+5.9% | $5,983-7.9% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |