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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 | $165,361-87.0% | $149,715-85.6% | $158,950-86.5% |
| Participation rate | 81.0% | 84.6%-3.6pp | 82.5%-1.5pp | 82.0%-1.0pp |
| Annual return | 40.49% | 348.24%-307.7pp | 276.66%-236.2pp | 302.91%-262.4pp |
| Employer contribution / active EE | $2,294 | $5,103-55.0% | $4,645-50.6% | $4,762-51.8% |
| Participant deferral / active EE | $4,084 | $7,182-43.1% | $6,842-40.3% | $5,983-31.7% |
| Admin fee / account holder | $197 | $10,808-98.2% | $9,310-97.9% | $11,248-98.2% |