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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 | $25,712 | $152,612-83.2% | $125,192-79.5% | $152,897-83.2% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.5%-0.6pp |
| Annual return | 21.75% | 54.85%-33.1pp | 43.79%-22.0pp | 345.43%-323.7pp |
| Employer contribution / active EE | $4,757 | $4,947-3.8% | $3,866+23.1% | $4,764-0.1% |
| Participant deferral / active EE | $7,577 | $5,868+29.1% | $4,937+53.5% | $5,851+29.5% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |