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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 | $33,670 | $197,637-83.0% | $177,848-81.1% | $158,982-78.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.78% | 58.77%-35.0pp | 48.33%-24.5pp | 302.99%-279.2pp |
| Employer contribution / active EE | $2,041 | $6,698-69.5% | $5,919-65.5% | $4,763-57.2% |
| Participant deferral / active EE | $13,000 | $8,405+54.7% | $7,714+68.5% | $5,983+117.3% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |