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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 | $10,977 | $198,457-94.5% | $170,435-93.6% | $147,586-92.6% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 28.23% | 257.30%-229.1pp | 205.94%-177.7pp | 578.59%-550.4pp |
| Employer contribution / active EE | $1,668 | $6,183-73.0% | $5,432-69.3% | $4,876-65.8% |
| Participant deferral / active EE | $2,489 | $5,629-55.8% | $4,939-49.6% | $5,439-54.2% |
| Admin fee / account holder | $42 | $16,852-99.8% | $13,881-99.7% | $10,886-99.6% |