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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 | $30,976 | $171,492-81.9% | $150,734-79.4% | $198,609-84.4% |
| Participation rate | 77.8% | 81.4%-3.6pp | 78.4%-0.7pp | 82.4%-4.6pp |
| Annual return | 26.77% | 804.70%-777.9pp | 600.81%-574.0pp | 202.70%-175.9pp |
| Employer contribution / active EE | $4,694 | $5,470-14.2% | $4,918-4.6% | $5,055-7.1% |
| Participant deferral / active EE | $11,394 | $6,259+82.0% | $5,610+103.1% | $6,977+63.3% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |