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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 | $23,777 | $209,847-88.7% | $189,520-87.5% | $167,518-85.8% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 19.70% | 748.45%-728.7pp | 555.25%-535.5pp | 478.71%-459.0pp |
| Employer contribution / active EE | $1,889 | $6,913-72.7% | $6,161-69.3% | $4,838-61.0% |
| Participant deferral / active EE | $4,159 | $8,934-53.4% | $8,220-49.4% | $6,342-34.4% |
| Admin fee / account holder | $37 | $14,295-99.7% | $12,046-99.7% | $12,312-99.7% |