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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 | $20,854 | $96,965-78.5% | $97,995-78.7% | $147,586-85.9% |
| Participation rate | 80.0% | 83.6%-3.6pp | 82.4%-2.4pp | 82.8%-2.8pp |
| Annual return | 35.43% | 24.11%+11.3pp | 23.94%+11.5pp | 578.59%-543.2pp |
| Employer contribution / active EE | $2,177 | $4,536-52.0% | $4,158-47.6% | $4,876-55.3% |
| Participant deferral / active EE | $7,315 | $5,081+44.0% | $5,097+43.5% | $5,439+34.5% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |