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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 | $27,116 | $209,428-87.1% | $178,498-84.8% | $158,950-82.9% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 25.11% | 188.78%-163.7pp | 151.09%-126.0pp | 302.91%-277.8pp |
| Employer contribution / active EE | $1,557 | $5,707-72.7% | $5,011-68.9% | $4,762-67.3% |
| Participant deferral / active EE | $3,736 | $5,955-37.3% | $5,202-28.2% | $5,983-37.6% |
| Admin fee / account holder | $219 | $17,077-98.7% | $13,985-98.4% | $11,248-98.1% |