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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 | $12,984 | $209,422-93.8% | $178,503-92.7% | $158,982-91.8% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.6pp |
| Annual return | 25.58% | 188.81%-163.2pp | 151.12%-125.5pp | 302.99%-277.4pp |
| Employer contribution / active EE | $2,121 | $5,707-62.8% | $5,011-57.7% | $4,763-55.5% |
| Participant deferral / active EE | $4,763 | $5,955-20.0% | $5,202-8.4% | $5,983-20.4% |
| Admin fee / account holder | $187 | $17,079-98.9% | $13,987-98.7% | $11,252-98.3% |