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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 | $5,423 | $183,516-97.0% | $155,534-96.5% | $145,884-96.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.81% | 61.43%-44.6pp | 64.92%-48.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $2,164 | $5,315-59.3% | $4,675-53.7% | $4,662-53.6% |
| Participant deferral / active EE | $3,543 | $6,467-45.2% | $5,630-37.1% | $6,690-47.0% |
| Admin fee / account holder | $20 | $19,293-99.9% | $15,900-99.9% | $13,392-99.8% |