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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 | $12,221 | $115,903-89.5% | $100,528-87.8% | $158,966-92.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 43.67% | 34.80%+8.9pp | 30.90%+12.8pp | 302.95%-259.3pp |
| Employer contribution / active EE | $5,139 | $4,105+25.2% | $3,419+50.3% | $4,762+7.9% |
| Participant deferral / active EE | $12,424 | $6,677+86.1% | $6,271+98.1% | $5,983+107.6% |
| Admin fee / account holder | $49 | $11,000-99.6% | $8,084-99.4% | $11,250-99.6% |