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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 | $12,520 | $165,381-92.4% | $149,730-91.6% | $158,966-92.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 27.12% | 348.29%-321.2pp | 276.70%-249.6pp | 302.95%-275.8pp |
| Employer contribution / active EE | $2,520 | $5,104-50.6% | $4,645-45.8% | $4,762-47.1% |
| Participant deferral / active EE | $2,793 | $7,182-61.1% | $6,843-59.2% | $5,983-53.3% |
| Admin fee / account holder | $6 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |