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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 | $30,361 | $209,422-85.5% | $178,503-83.0% | $158,982-80.9% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 15.68% | 188.81%-173.1pp | 151.12%-135.4pp | 302.99%-287.3pp |
| Employer contribution / active EE | $1,235 | $5,707-78.4% | $5,011-75.4% | $4,763-74.1% |
| Participant deferral / active EE | $4,706 | $5,955-21.0% | $5,202-9.5% | $5,983-21.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |