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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 | $19,011 | $197,637-90.4% | $177,848-89.3% | $158,982-88.0% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 49.37% | 58.77%-9.4pp | 48.33%+1.0pp | 302.99%-253.6pp |
| Employer contribution / active EE | $5,475 | $6,698-18.3% | $5,919-7.5% | $4,763+15.0% |
| Participant deferral / active EE | $10,094 | $8,405+20.1% | $7,714+30.9% | $5,983+68.7% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |