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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 | $15,868 | $127,387-87.5% | $115,038-86.2% | $125,389-87.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 43.45% | 31.28%+12.2pp | 26.14%+17.3pp | 282.24%-238.8pp |
| Employer contribution / active EE | $1,887 | $5,166-63.5% | $4,608-59.0% | $4,866-61.2% |
| Participant deferral / active EE | $7,870 | $6,423+22.5% | $6,026+30.6% | $5,352+47.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |