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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 | $15,162 | $91,559-83.4% | $133,978-88.7% | $79,856-81.0% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.6%+26.8pp |
| Annual return | 68.02% | 61.85%+6.2pp | 45.10%+22.9pp | 31.71%+36.3pp |
| Employer contribution / active EE | $7,670 | $2,384+221.8% | $3,919+95.7% | $2,471+210.4% |
| Participant deferral / active EE | $3,928 | $3,734+5.2% | $5,047-22.2% | $3,741+5.0% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,930-100.0% | $5,306-100.0% |