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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 | $28,524 | $227,399-87.5% | $189,758-85.0% | $198,609-85.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 39.33% | 61.03%-21.7pp | 52.62%-13.3pp | 202.70%-163.4pp |
| Employer contribution / active EE | $9,994 | $5,526+80.9% | $4,767+109.7% | $5,055+97.7% |
| Participant deferral / active EE | $22,917 | $6,837+235.2% | $5,856+291.4% | $6,977+228.5% |
| Admin fee / account holder | $68 | $25,162-99.7% | $20,388-99.7% | $19,030-99.6% |