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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 | $28,241 | $168,635-83.3% | $147,617-80.9% | $125,389-77.5% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | 25.50% | 77.65%-52.2pp | 61.98%-36.5pp | 282.24%-256.7pp |
| Employer contribution / active EE | $2,163 | $6,252-65.4% | $5,564-61.1% | $4,866-55.5% |
| Participant deferral / active EE | $7,711 | $5,507+40.0% | $4,895+57.5% | $5,352+44.1% |
| Admin fee / account holder | $162 | $13,580-98.8% | $11,612-98.6% | $9,541-98.3% |