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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 | $10,593 | $138,114-92.3% | $125,391-91.6% | $134,545-92.1% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | 24.48% | 750.88%-726.4pp | 572.41%-547.9pp | 418.37%-393.9pp |
| Employer contribution / active EE | $1,410 | $5,246-73.1% | $4,816-70.7% | $4,742-70.3% |
| Participant deferral / active EE | $4,190 | $7,801-46.3% | $7,448-43.7% | $6,401-34.5% |
| Admin fee / account holder | $168 | $11,570-98.6% | $10,009-98.3% | $11,431-98.5% |