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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 | $18,188 | $76,551-76.2% | $123,894-85.3% | $62,881-71.1% |
| Participation rate | 86.1% | 73.0%+13.1pp | 81.4%+4.7pp | 69.3%+16.8pp |
| Annual return | 39.62% | 18.68%+20.9pp | 47.52%-7.9pp | 20.14%+19.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |