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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 | $27,301 | $209,428-87.0% | $178,498-84.7% | $158,950-82.8% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 20.26% | 188.78%-168.5pp | 151.09%-130.8pp | 302.91%-282.7pp |
| Employer contribution / active EE | $7,631 | $5,707+33.7% | $5,011+52.3% | $4,762+60.2% |
| Participant deferral / active EE | $3,627 | $5,955-39.1% | $5,202-30.3% | $5,983-39.4% |
| Admin fee / account holder | $20 | $17,077-99.9% | $13,985-99.9% | $11,248-99.8% |