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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 | $23,683 | $209,422-88.7% | $178,503-86.7% | $158,982-85.1% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 22.01% | 188.81%-166.8pp | 151.12%-129.1pp | 302.99%-281.0pp |
| Employer contribution / active EE | $5,178 | $5,707-9.3% | $5,011+3.3% | $4,763+8.7% |
| Participant deferral / active EE | $6,292 | $5,955+5.7% | $5,202+20.9% | $5,983+5.2% |
| Admin fee / account holder | $63 | $17,079-99.6% | $13,987-99.6% | $11,252-99.4% |