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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 | $21,254 | $209,428-89.9% | $178,498-88.1% | $158,950-86.6% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 30.61% | 188.78%-158.2pp | 151.09%-120.5pp | 302.91%-272.3pp |
| Employer contribution / active EE | $2,296 | $5,707-59.8% | $5,011-54.2% | $4,762-51.8% |
| Participant deferral / active EE | $6,795 | $5,955+14.1% | $5,202+30.6% | $5,983+13.6% |
| Admin fee / account holder | $199 | $17,077-98.8% | $13,985-98.6% | $11,248-98.2% |