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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 | $21,117 | $162,812-87.0% | $133,971-84.2% | $158,966-86.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 52.56% | 41.94%+10.6pp | 45.09%+7.5pp | 302.95%-250.4pp |
| Employer contribution / active EE | $5,127 | $4,976+3.0% | $3,919+30.8% | $4,762+7.7% |
| Participant deferral / active EE | $7,951 | $5,910+34.5% | $5,047+57.5% | $5,983+32.9% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |