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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 | $21,962 | $226,090-90.3% | $182,531-88.0% | $152,885-85.6% |
| Participation rate | 79.2% | 82.5%-3.3pp | 78.0%+1.2pp | 82.5%-3.3pp |
| Annual return | 27.41% | 192.57%-165.2pp | 148.57%-121.2pp | 345.39%-318.0pp |
| Employer contribution / active EE | $2,681 | $4,978-46.1% | $4,075-34.2% | $4,763-43.7% |
| Participant deferral / active EE | $3,084 | $6,369-51.6% | $5,525-44.2% | $5,851-47.3% |
| Admin fee / account holder | $250 | $10,705-97.7% | $8,593-97.1% | $11,598-97.8% |