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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 | $21,399 | $165,399-87.1% | $149,745-85.7% | $158,982-86.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 27.32% | 348.34%-321.0pp | 276.72%-249.4pp | 302.99%-275.7pp |
| Employer contribution / active EE | $1,621 | $5,105-68.3% | $4,646-65.1% | $4,763-66.0% |
| Participant deferral / active EE | $3,564 | $7,183-50.4% | $6,843-47.9% | $5,983-40.4% |
| Admin fee / account holder | $206 | $10,811-98.1% | $9,312-97.8% | $11,252-98.2% |