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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 | $16,999 | $209,422-91.9% | $178,503-90.5% | $158,982-89.3% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 13.77% | 188.81%-175.0pp | 151.12%-137.3pp | 302.99%-289.2pp |
| Employer contribution / active EE | $1,236 | $5,707-78.3% | $5,011-75.3% | $4,763-74.1% |
| Participant deferral / active EE | $2,709 | $5,955-54.5% | $5,202-47.9% | $5,983-54.7% |
| Admin fee / account holder | $172 | $17,079-99.0% | $13,987-98.8% | $11,252-98.5% |