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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 | $20,918 | $198,457-89.5% | $170,435-87.7% | $147,586-85.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 34.51% | 257.30%-222.8pp | 205.94%-171.4pp | 578.59%-544.1pp |
| Employer contribution / active EE | $3,736 | $6,183-39.6% | $5,432-31.2% | $4,876-23.4% |
| Participant deferral / active EE | $5,131 | $5,629-8.9% | $4,939+3.9% | $5,439-5.7% |
| Admin fee / account holder | $117 | $16,852-99.3% | $13,881-99.2% | $10,886-98.9% |