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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 | $29,874 | $227,399-86.9% | $189,758-84.3% | $198,609-85.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.07% | 61.03%-35.0pp | 52.62%-26.6pp | 202.70%-176.6pp |
| Employer contribution / active EE | $3,478 | $5,526-37.1% | $4,767-27.0% | $5,055-31.2% |
| Participant deferral / active EE | $8,860 | $6,837+29.6% | $5,856+51.3% | $6,977+27.0% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |