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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 | $25,985 | $198,457-86.9% | $170,435-84.8% | $147,586-82.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 32.58% | 257.30%-224.7pp | 205.94%-173.4pp | 578.59%-546.0pp |
| Employer contribution / active EE | $1,952 | $6,183-68.4% | $5,432-64.1% | $4,876-60.0% |
| Participant deferral / active EE | $7,704 | $5,629+36.9% | $4,939+56.0% | $5,439+41.7% |
| Admin fee / account holder | $121 | $16,852-99.3% | $13,881-99.1% | $10,886-98.9% |