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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 | $13,120 | $198,462-93.4% | $170,439-92.3% | $147,585-91.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 26.42% | 257.30%-230.9pp | 205.94%-179.5pp | 578.58%-552.2pp |
| Employer contribution / active EE | $1,576 | $6,184-74.5% | $5,433-71.0% | $4,876-67.7% |
| Participant deferral / active EE | $2,708 | $5,629-51.9% | $4,939-45.2% | $5,439-50.2% |
| Admin fee / account holder | $95 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |