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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 | $12,465 | $209,422-94.0% | $178,503-93.0% | $158,982-92.2% |
| Participation rate | 78.6% | 86.4%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 10.38% | 188.81%-178.4pp | 151.12%-140.7pp | 302.99%-292.6pp |
| Employer contribution / active EE | $2,623 | $5,707-54.0% | $5,011-47.7% | $4,763-44.9% |
| Participant deferral / active EE | $2,679 | $5,955-55.0% | $5,202-48.5% | $5,983-55.2% |
| Admin fee / account holder | $160 | $17,079-99.1% | $13,987-98.9% | $11,252-98.6% |