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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 | $20,312 | $165,381-87.7% | $149,730-86.4% | $158,966-87.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 18.19% | 348.29%-330.1pp | 276.70%-258.5pp | 302.95%-284.8pp |
| Employer contribution / active EE | $1,905 | $5,104-62.7% | $4,645-59.0% | $4,762-60.0% |
| Participant deferral / active EE | $5,371 | $7,182-25.2% | $6,843-21.5% | $5,983-10.2% |
| Admin fee / account holder | $10 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |