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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 | $35,582 | $227,399-84.4% | $189,758-81.2% | $198,609-82.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 25.86% | 61.03%-35.2pp | 52.62%-26.8pp | 202.70%-176.8pp |
| Employer contribution / active EE | $2,568 | $5,526-53.5% | $4,767-46.1% | $5,055-49.2% |
| Participant deferral / active EE | $15,456 | $6,837+126.1% | $5,856+163.9% | $6,977+121.5% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |