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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 | $23,339 | $176,786-86.8% | $146,643-84.1% | $167,536-86.1% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 20.78% | 24.04%-3.3pp | 22.75%-2.0pp | 478.82%-458.0pp |
| Employer contribution / active EE | $2,964 | $5,161-42.6% | $4,137-28.4% | $4,839-38.8% |
| Participant deferral / active EE | $8,812 | $6,440+36.8% | $5,506+60.0% | $6,342+38.9% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |