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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 | $22,104 | $162,821-86.4% | $133,978-83.5% | $158,982-86.1% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 17.38% | 41.95%-24.6pp | 45.10%-27.7pp | 302.99%-285.6pp |
| Employer contribution / active EE | $2,164 | $4,976-56.5% | $3,919-44.8% | $4,763-54.6% |
| Participant deferral / active EE | $2,164 | $5,910-63.4% | $5,047-57.1% | $5,983-63.8% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |