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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 | $17,216 | $157,296-89.1% | $141,191-87.8% | $152,897-88.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 62.88% | 64.34%-1.5pp | 71.41%-8.5pp | 345.43%-282.5pp |
| Employer contribution / active EE | $4,075 | $5,262-22.6% | $4,736-14.0% | $4,764-14.5% |
| Participant deferral / active EE | $6,071 | $7,111-14.6% | $6,710-9.5% | $5,851+3.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |