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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 | $9,809 | $209,425-95.3% | $178,499-94.5% | $158,966-93.8% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 30.99% | 188.80%-157.8pp | 151.10%-120.1pp | 302.95%-272.0pp |
| Employer contribution / active EE | $1,444 | $5,707-74.7% | $5,011-71.2% | $4,762-69.7% |
| Participant deferral / active EE | $3,729 | $5,955-37.4% | $5,202-28.3% | $5,983-37.7% |
| Admin fee / account holder | $30 | $17,078-99.8% | $13,986-99.8% | $11,250-99.7% |