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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 | $14,737 | $209,422-93.0% | $178,503-91.7% | $158,982-90.7% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 9.25% | 188.81%-179.6pp | 151.12%-141.9pp | 302.99%-293.7pp |
| Employer contribution / active EE | $3,544 | $5,707-37.9% | $5,011-29.3% | $4,763-25.6% |
| Participant deferral / active EE | $2,898 | $5,955-51.3% | $5,202-44.3% | $5,983-51.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |