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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 | $30,966 | $197,625-84.3% | $177,840-82.6% | $158,966-80.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 65.70% | 58.76%+6.9pp | 48.32%+17.4pp | 302.95%-237.3pp |
| Employer contribution / active EE | $7,573 | $6,698+13.1% | $5,919+28.0% | $4,762+59.0% |
| Participant deferral / active EE | $7,573 | $8,405-9.9% | $7,714-1.8% | $5,983+26.6% |
| Admin fee / account holder | $17 | $15,405-99.9% | $12,431-99.9% | $11,250-99.9% |