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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 | $18,599 | $157,304-88.2% | $141,197-86.8% | $152,909-87.8% |
| Participation rate | 81.0% | 84.8%-3.9pp | 82.5%-1.5pp | 82.5%-1.5pp |
| Annual return | 29.37% | 64.34%-35.0pp | 71.41%-42.0pp | 345.46%-316.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,861 | $7,111+24.6% | $6,710+32.1% | $5,851+51.4% |
| Admin fee / account holder | $134 | $12,126-98.9% | $10,265-98.7% | $11,601-98.8% |