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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 | $17,791 | $181,896-90.2% | $156,551-88.6% | $273,972-93.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 49.81% | 30.74%+19.1pp | 32.23%+17.6pp | 41.46%+8.4pp |
| Employer contribution / active EE | $6,525 | $6,248+4.4% | $5,501+18.6% | $4,869+34.0% |
| Participant deferral / active EE | $4,870 | $5,550-12.3% | $4,8710% | $5,287-7.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |