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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 | $34,770 | $171,492-79.7% | $150,734-76.9% | $198,609-82.5% |
| Participation rate | 70.0% | 81.4%-11.4pp | 78.4%-8.4pp | 82.4%-12.4pp |
| Annual return | 26.45% | 804.70%-778.3pp | 600.81%-574.4pp | 202.70%-176.3pp |
| Employer contribution / active EE | $2,617 | $5,470-52.2% | $4,918-46.8% | $5,055-48.2% |
| Participant deferral / active EE | $7,731 | $6,259+23.5% | $5,610+37.8% | $6,977+10.8% |
| Admin fee / account holder | $5 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |