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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 | $29,821 | $198,457-85.0% | $170,435-82.5% | $147,586-79.8% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 16.84% | 257.30%-240.5pp | 205.94%-189.1pp | 578.59%-561.8pp |
| Employer contribution / active EE | $3,115 | $6,183-49.6% | $5,432-42.7% | $4,876-36.1% |
| Participant deferral / active EE | $4,781 | $5,629-15.1% | $4,939-3.2% | $5,439-12.1% |
| Admin fee / account holder | $217 | $16,852-98.7% | $13,881-98.4% | $10,886-98.0% |