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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 | $30,762 | $197,625-84.4% | $177,840-82.7% | $158,966-80.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 40.60% | 58.76%-18.2pp | 48.32%-7.7pp | 302.95%-262.3pp |
| Employer contribution / active EE | $15,584 | $6,698+132.7% | $5,919+163.3% | $4,762+227.2% |
| Participant deferral / active EE | $8,345 | $8,405-0.7% | $7,714+8.2% | $5,983+39.5% |
| Admin fee / account holder | $75 | $15,405-99.5% | $12,431-99.4% | $11,250-99.3% |