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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 | $10,949 | $165,361-93.4% | $149,715-92.7% | $158,950-93.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 37.36% | 348.24%-310.9pp | 276.66%-239.3pp | 302.91%-265.5pp |
| Employer contribution / active EE | $1,752 | $5,103-65.7% | $4,645-62.3% | $4,762-63.2% |
| Participant deferral / active EE | $2,890 | $7,182-59.8% | $6,842-57.8% | $5,983-51.7% |
| Admin fee / account holder | $111 | $10,808-99.0% | $9,310-98.8% | $11,248-99.0% |