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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 | $25,000 | $209,874-88.1% | $189,537-86.8% | $167,536-85.1% |
| Participation rate | 84.6% | 88.7%-4.0pp | 87.8%-3.2pp | 82.1%+2.5pp |
| Annual return | 12.38% | 748.61%-736.2pp | 555.34%-543.0pp | 478.82%-466.4pp |
| Employer contribution / active EE | $2,265 | $6,913-67.2% | $6,161-63.2% | $4,839-53.2% |
| Participant deferral / active EE | $4,120 | $8,934-53.9% | $8,220-49.9% | $6,342-35.0% |
| Admin fee / account holder | $280 | $14,299-98.0% | $12,048-97.7% | $12,315-97.7% |