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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 | $34,967 | $177,595-80.3% | $148,496-76.5% | $198,609-82.4% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 52.07% | 9.97%+42.1pp | 12.33%+39.7pp | 202.70%-150.6pp |
| Employer contribution / active EE | $17,417 | $4,098+325.0% | $3,497+398.0% | $5,055+244.5% |
| Participant deferral / active EE | $2,555 | $5,539-53.9% | $4,808-46.9% | $6,977-63.4% |
| Admin fee / account holder | $34 | $27,010-99.9% | $19,547-99.8% | $19,030-99.8% |