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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 | $14,112 | $127,387-88.9% | $115,038-87.7% | $125,389-88.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 79.13% | 31.28%+47.9pp | 26.14%+53.0pp | 282.24%-203.1pp |
| Employer contribution / active EE | $7,893 | $5,166+52.8% | $4,608+71.3% | $4,866+62.2% |
| Participant deferral / active EE | $8,776 | $6,423+36.6% | $6,026+45.6% | $5,352+64.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |