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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 | $17,171 | $198,462-91.3% | $170,439-89.9% | $147,585-88.4% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 24.37% | 257.30%-232.9pp | 205.94%-181.6pp | 578.58%-554.2pp |
| Employer contribution / active EE | $4,833 | $6,184-21.8% | $5,433-11.0% | $4,876-0.9% |
| Participant deferral / active EE | $3,864 | $5,629-31.4% | $4,939-21.8% | $5,439-29.0% |
| Admin fee / account holder | $262 | $16,852-98.4% | $13,881-98.1% | $10,886-97.6% |