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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 | $22,651 | $98,776-77.1% | $149,745-84.9% | $79,856-71.6% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.5%+2.4pp | 69.6%+15.2pp |
| Annual return | 211.93% | 27.38%+184.6pp | 276.72%-64.8pp | 31.71%+180.2pp |
| Employer contribution / active EE | $2,932 | $3,217-8.9% | $4,646-36.9% | $2,471+18.6% |
| Participant deferral / active EE | $4,766 | $5,681-16.1% | $6,843-30.4% | $3,741+27.4% |
| Admin fee / account holder | $190 | $6,053-96.9% | $9,312-98.0% | $5,306-96.4% |