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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 | $24,773 | $197,603-87.5% | $177,827-86.1% | $158,950-84.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 33.36% | 58.76%-25.4pp | 48.32%-15.0pp | 302.91%-269.5pp |
| Employer contribution / active EE | $2,840 | $6,698-57.6% | $5,918-52.0% | $4,762-40.4% |
| Participant deferral / active EE | $5,715 | $8,404-32.0% | $7,713-25.9% | $5,983-4.5% |
| Admin fee / account holder | $194 | $15,402-98.7% | $12,429-98.4% | $11,248-98.3% |