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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 | $16,738 | $198,462-91.6% | $170,439-90.2% | $147,585-88.7% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 29.72% | 257.30%-227.6pp | 205.94%-176.2pp | 578.58%-548.9pp |
| Employer contribution / active EE | $2,384 | $6,184-61.4% | $5,433-56.1% | $4,876-51.1% |
| Participant deferral / active EE | $5,625 | $5,629-0.1% | $4,939+13.9% | $5,439+3.4% |
| Admin fee / account holder | $293 | $16,852-98.3% | $13,881-97.9% | $10,886-97.3% |