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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 | $29,737 | $198,462-85.0% | $170,439-82.6% | $147,585-79.9% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 18.09% | 257.30%-239.2pp | 205.94%-187.9pp | 578.58%-560.5pp |
| Employer contribution / active EE | $1,959 | $6,184-68.3% | $5,433-63.9% | $4,876-59.8% |
| Participant deferral / active EE | $4,466 | $5,629-20.7% | $4,939-9.6% | $5,439-17.9% |
| Admin fee / account holder | $54 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |