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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 | $25,415 | $152,592-83.3% | $125,180-79.7% | $152,885-83.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 57.24% | 54.84%+2.4pp | 43.79%+13.4pp | 345.39%-288.2pp |
| Employer contribution / active EE | $3,944 | $4,947-20.3% | $3,866+2.0% | $4,763-17.2% |
| Participant deferral / active EE | $11,842 | $5,868+101.8% | $4,937+139.9% | $5,851+102.4% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |