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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 | $5,349 | $202,463-97.4% | $169,397-96.8% | $139,487-96.2% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.2%+2.8pp | 80.3%-0.3pp |
| Annual return | 29.56% | 532.64%-503.1pp | 406.23%-376.7pp | 373.84%-344.3pp |
| Employer contribution / active EE | $1,099 | $4,694-76.6% | $4,013-72.6% | $4,755-76.9% |
| Participant deferral / active EE | $1,649 | $6,941-76.2% | $6,223-73.5% | $6,713-75.4% |
| Admin fee / account holder | $15 | $10,726-99.9% | $9,017-99.8% | $11,407-99.9% |