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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 | $21,857 | $209,428-89.6% | $178,498-87.8% | $158,950-86.2% |
| Participation rate | 89.5% | 86.4%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 23.20% | 188.78%-165.6pp | 151.09%-127.9pp | 302.91%-279.7pp |
| Employer contribution / active EE | $1,200 | $5,707-79.0% | $5,011-76.0% | $4,762-74.8% |
| Participant deferral / active EE | $3,511 | $5,955-41.0% | $5,202-32.5% | $5,983-41.3% |
| Admin fee / account holder | $20 | $17,077-99.9% | $13,985-99.9% | $11,248-99.8% |