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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 | $27,128 | $180,459-85.0% | $154,108-82.4% | $135,380-80.0% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | 21.41% | 888.21%-866.8pp | 735.21%-713.8pp | 519.81%-498.4pp |
| Employer contribution / active EE | $1,960 | $6,035-67.5% | $5,298-63.0% | $4,779-59.0% |
| Participant deferral / active EE | $3,435 | $5,806-40.8% | $5,081-32.4% | $5,609-38.8% |
| Admin fee / account holder | $26 | $16,145-99.8% | $13,411-99.8% | $10,828-99.8% |