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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 | $21,504 | $165,399-87.0% | $149,745-85.6% | $158,982-86.5% |
| Participation rate | 81.0% | 84.6%-3.6pp | 82.5%-1.5pp | 82.0%-1.0pp |
| Annual return | 40.49% | 348.34%-307.8pp | 276.72%-236.2pp | 302.99%-262.5pp |
| Employer contribution / active EE | $2,294 | $5,105-55.1% | $4,646-50.6% | $4,763-51.8% |
| Participant deferral / active EE | $4,084 | $7,183-43.1% | $6,843-40.3% | $5,983-31.8% |
| Admin fee / account holder | $197 | $10,811-98.2% | $9,312-97.9% | $11,252-98.2% |