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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 | $24,726 | $289,211-91.5% | $260,467-90.5% | $198,609-87.6% |
| Participation rate | 80.0% | 83.1%-3.1pp | 80.5%-0.5pp | 82.4%-2.4pp |
| Annual return | 32.56% | 112.90%-80.3pp | 100.60%-68.0pp | 202.70%-170.1pp |
| Employer contribution / active EE | $2,819 | $4,663-39.5% | $4,239-33.5% | $5,055-44.2% |
| Participant deferral / active EE | $5,117 | $6,812-24.9% | $6,319-19.0% | $6,977-26.7% |
| Admin fee / account holder | $13 | $16,236-99.9% | $15,461-99.9% | $19,030-99.9% |