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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 | $22,975 | $181,896-87.4% | $156,551-85.3% | $273,972-91.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 266.92% | 30.74%+236.2pp | 32.23%+234.7pp | 41.46%+225.5pp |
| Employer contribution / active EE | $9,562 | $6,248+53.0% | $5,501+73.8% | $4,869+96.4% |
| Participant deferral / active EE | $5,274 | $5,550-5.0% | $4,871+8.3% | $5,287-0.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |