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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 | $28,692 | $198,457-85.5% | $170,435-83.2% | $147,586-80.6% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 20.31% | 257.30%-237.0pp | 205.94%-185.6pp | 578.59%-558.3pp |
| Employer contribution / active EE | $4,926 | $6,183-20.3% | $5,432-9.3% | $4,876+1.0% |
| Participant deferral / active EE | $5,523 | $5,629-1.9% | $4,939+11.8% | $5,439+1.5% |
| Admin fee / account holder | $225 | $16,852-98.7% | $13,881-98.4% | $10,886-97.9% |