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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 | $20,100 | $181,896-88.9% | $156,551-87.2% | $273,972-92.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 75.29% | 30.74%+44.5pp | 32.23%+43.1pp | 41.46%+33.8pp |
| Employer contribution / active EE | $1,334 | $6,248-78.7% | $5,501-75.8% | $4,869-72.6% |
| Participant deferral / active EE | $15,308 | $5,550+175.8% | $4,871+214.3% | $5,287+189.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |