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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 | $10,667 | $196,972-94.6% | $182,262-94.1% | $198,609-94.6% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 29.28% | 158.27%-129.0pp | 140.60%-111.3pp | 202.70%-173.4pp |
| Employer contribution / active EE | $2,874 | $5,364-46.4% | $5,046-43.1% | $5,055-43.2% |
| Participant deferral / active EE | $4,830 | $8,643-44.1% | $8,276-41.6% | $6,977-30.8% |
| Admin fee / account holder | $49 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |