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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 | $28,574 | $196,972-85.5% | $182,262-84.3% | $198,609-85.6% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 20.46% | 158.27%-137.8pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $1,488 | $5,364-72.3% | $5,046-70.5% | $5,055-70.6% |
| Participant deferral / active EE | $5,091 | $8,643-41.1% | $8,276-38.5% | $6,977-27.0% |
| Admin fee / account holder | $238 | $18,429-98.7% | $16,712-98.6% | $19,030-98.8% |