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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 | $31,772 | $198,457-84.0% | $170,435-81.4% | $147,586-78.5% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 19.67% | 257.30%-237.6pp | 205.94%-186.3pp | 578.59%-558.9pp |
| Employer contribution / active EE | $1,997 | $6,183-67.7% | $5,432-63.2% | $4,876-59.0% |
| Participant deferral / active EE | $7,021 | $5,629+24.7% | $4,939+42.1% | $5,439+29.1% |
| Admin fee / account holder | $26 | $16,852-99.8% | $13,881-99.8% | $10,886-99.8% |