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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 | $30,206 | $209,422-85.6% | $178,503-83.1% | $158,982-81.0% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 197.24% | 188.81%+8.4pp | 151.12%+46.1pp | 302.99%-105.7pp |
| Employer contribution / active EE | $1,899 | $5,707-66.7% | $5,011-62.1% | $4,763-60.1% |
| Participant deferral / active EE | $3,185 | $5,955-46.5% | $5,202-38.8% | $5,983-46.8% |
| Admin fee / account holder | $72 | $17,079-99.6% | $13,987-99.5% | $11,252-99.4% |