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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 | $10,720 | $181,896-94.1% | $156,551-93.2% | $273,972-96.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 73.58% | 30.74%+42.8pp | 32.23%+41.4pp | 41.46%+32.1pp |
| Employer contribution / active EE | $2,854 | $6,248-54.3% | $5,501-48.1% | $4,869-41.4% |
| Participant deferral / active EE | $8,478 | $5,550+52.8% | $4,871+74.0% | $5,287+60.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |