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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 | $202,430-97.4% | $169,369-96.8% | $139,427-96.2% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.2%+2.8pp | 80.3%-0.3pp |
| Annual return | 29.56% | 531.86%-502.3pp | 405.70%-376.1pp | 373.27%-343.7pp |
| Employer contribution / active EE | $1,099 | $4,690-76.6% | $4,011-72.6% | $4,752-76.9% |
| Participant deferral / active EE | $1,649 | $6,938-76.2% | $6,221-73.5% | $6,711-75.4% |
| Admin fee / account holder | $15 | $10,716-99.9% | $9,009-99.8% | $11,404-99.9% |