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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 | $24,867 | $80,983-69.3% | $96,544-74.2% | $75,177-66.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 87.50% | 27.05%+60.4pp | 25.88%+61.6pp | 160.75%-73.3pp |
| Employer contribution / active EE | $4,844 | $2,282+112.2% | $2,966+63.3% | $2,671+81.3% |
| Participant deferral / active EE | $9,456 | $3,929+140.7% | $4,851+94.9% | $4,126+129.2% |
| Admin fee / account holder | $52 | $6,717-99.2% | $8,254-99.4% | $5,651-99.1% |