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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 | $30,129 | $197,637-84.8% | $177,848-83.1% | $158,982-81.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 57.43% | 58.77%-1.3pp | 48.33%+9.1pp | 302.99%-245.6pp |
| Employer contribution / active EE | $5,913 | $6,698-11.7% | $5,919-0.1% | $4,763+24.1% |
| Participant deferral / active EE | $10,047 | $8,405+19.5% | $7,714+30.2% | $5,983+67.9% |
| Admin fee / account holder | $272 | $15,406-98.2% | $12,431-97.8% | $11,252-97.6% |