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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 | $23,958 | $98,760-75.7% | $149,715-84.0% | $79,858-70.0% |
| Participation rate | 83.0% | 75.8%+7.2pp | 82.5%+0.5pp | 69.6%+13.3pp |
| Annual return | 34.19% | 27.43%+6.8pp | 276.66%-242.5pp | 31.72%+2.5pp |
| Employer contribution / active EE | $2,680 | $3,217-16.7% | $4,645-42.3% | $2,471+8.5% |
| Participant deferral / active EE | $6,408 | $5,681+12.8% | $6,842-6.3% | $3,740+71.3% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,310-100.0% | $5,306-100.0% |