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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 | $28,476 | $209,425-86.4% | $178,499-84.0% | $158,966-82.1% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 115.09% | 188.80%-73.7pp | 151.10%-36.0pp | 302.95%-187.9pp |
| Employer contribution / active EE | $1,652 | $5,707-71.1% | $5,011-67.0% | $4,762-65.3% |
| Participant deferral / active EE | $2,279 | $5,955-61.7% | $5,202-56.2% | $5,983-61.9% |
| Admin fee / account holder | $295 | $17,078-98.3% | $13,986-97.9% | $11,250-97.4% |