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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 | $14,067 | $157,296-91.1% | $141,191-90.0% | $152,897-90.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 63.79% | 64.34%-0.6pp | 71.41%-7.6pp | 345.43%-281.6pp |
| Employer contribution / active EE | $4,018 | $5,262-23.6% | $4,736-15.2% | $4,764-15.6% |
| Participant deferral / active EE | $8,065 | $7,111+13.4% | $6,710+20.2% | $5,851+37.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |