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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 | $23,808 | $197,625-88.0% | $177,840-86.6% | $158,966-85.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 17.53% | 58.76%-41.2pp | 48.32%-30.8pp | 302.95%-285.4pp |
| Employer contribution / active EE | $1,929 | $6,698-71.2% | $5,919-67.4% | $4,762-59.5% |
| Participant deferral / active EE | $3,501 | $8,405-58.3% | $7,714-54.6% | $5,983-41.5% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |