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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 | $17,400 | $198,457-91.2% | $170,435-89.8% | $147,586-88.2% |
| Participation rate | 82.4% | 88.0%-5.6pp | 83.6%-1.2pp | 82.8%-0.5pp |
| Annual return | 16.69% | 257.30%-240.6pp | 205.94%-189.2pp | 578.59%-561.9pp |
| Employer contribution / active EE | $2,669 | $6,183-56.8% | $5,432-50.9% | $4,876-45.3% |
| Participant deferral / active EE | $2,471 | $5,629-56.1% | $4,939-50.0% | $5,439-54.6% |
| Admin fee / account holder | $54 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |