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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 | $25,517 | $198,457-87.1% | $170,435-85.0% | $147,586-82.7% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 35.74% | 257.30%-221.6pp | 205.94%-170.2pp | 578.59%-542.9pp |
| Employer contribution / active EE | $6,849 | $6,183+10.8% | $5,432+26.1% | $4,876+40.5% |
| Participant deferral / active EE | $6,316 | $5,629+12.2% | $4,939+27.9% | $5,439+16.1% |
| Admin fee / account holder | $79 | $16,852-99.5% | $13,881-99.4% | $10,886-99.3% |