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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 | $35,149 | $100,060-64.9% | $149,721-76.5% | $70,126-49.9% |
| Participation rate | 92.5% | 83.6%+8.9pp | 87.1%+5.4pp | 69.5%+23.0pp |
| Annual return | 37.15% | 27.46%+9.7pp | 1501.67%-1464.5pp | 73.15%-36.0pp |
| Employer contribution / active EE | $2,378 | $3,661-35.0% | $5,444-56.3% | $2,343+1.5% |
| Participant deferral / active EE | $9,704 | $4,982+94.8% | $6,568+47.7% | $3,332+191.3% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |