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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 | $28,597 | $209,422-86.3% | $178,503-84.0% | $158,982-82.0% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 13.71% | 188.81%-175.1pp | 151.12%-137.4pp | 302.99%-289.3pp |
| Employer contribution / active EE | $1,717 | $5,707-69.9% | $5,011-65.7% | $4,763-63.9% |
| Participant deferral / active EE | $4,002 | $5,955-32.8% | $5,202-23.1% | $5,983-33.1% |
| Admin fee / account holder | $213 | $17,079-98.8% | $13,987-98.5% | $11,252-98.1% |