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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 | $26,783 | $144,130-81.4% | $117,861-77.3% | $147,586-81.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 27.07% | 531.20%-504.1pp | 335.11%-308.0pp | 578.59%-551.5pp |
| Employer contribution / active EE | $4,052 | $4,897-17.3% | $3,786+7.0% | $4,876-16.9% |
| Participant deferral / active EE | $5,607 | $5,316+5.5% | $4,482+25.1% | $5,439+3.1% |
| Admin fee / account holder | $277 | $10,887-97.5% | $8,021-96.6% | $10,886-97.5% |