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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 | $10,168 | $180,459-94.4% | $154,108-93.4% | $135,380-92.5% |
| Participation rate | 76.5% | 87.4%-11.0pp | 83.0%-6.6pp | 82.6%-6.2pp |
| Annual return | 10.21% | 888.21%-878.0pp | 735.21%-725.0pp | 519.81%-509.6pp |
| Employer contribution / active EE | $2,121 | $6,035-64.8% | $5,298-60.0% | $4,779-55.6% |
| Participant deferral / active EE | $4,019 | $5,806-30.8% | $5,081-20.9% | $5,609-28.3% |
| Admin fee / account holder | $12 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |