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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 | $33,562 | $197,625-83.0% | $177,840-81.1% | $158,966-78.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.93% | 58.76%-33.8pp | 48.32%-23.4pp | 302.95%-278.0pp |
| Employer contribution / active EE | $12,576 | $6,698+87.8% | $5,919+112.5% | $4,762+164.1% |
| Participant deferral / active EE | $11,683 | $8,405+39.0% | $7,714+51.5% | $5,983+95.3% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |