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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 | $25,032 | $198,461-87.4% | $170,436-85.3% | $147,585-83.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 24.64% | 257.30%-232.7pp | 205.94%-181.3pp | 578.57%-553.9pp |
| Employer contribution / active EE | $1,504 | $6,184-75.7% | $5,433-72.3% | $4,876-69.2% |
| Participant deferral / active EE | $5,368 | $5,629-4.7% | $4,939+8.7% | $5,439-1.3% |
| Admin fee / account holder | $184 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |