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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 | $11,200 | $165,381-93.2% | $149,730-92.5% | $158,966-93.0% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 40.04% | 348.29%-308.3pp | 276.70%-236.7pp | 302.95%-262.9pp |
| Employer contribution / active EE | $2,049 | $5,104-59.9% | $4,645-55.9% | $4,762-57.0% |
| Participant deferral / active EE | $2,703 | $7,182-62.4% | $6,843-60.5% | $5,983-54.8% |
| Admin fee / account holder | $200 | $10,809-98.1% | $9,310-97.9% | $11,250-98.2% |