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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 | $19,281 | $201,264-90.4% | $184,185-89.5% | $145,978-86.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 82.93% | 29.00%+53.9pp | 28.81%+54.1pp | 550.52%-467.6pp |
| Employer contribution / active EE | $2,528 | $7,021-64.0% | $6,426-60.7% | $4,662-45.8% |
| Participant deferral / active EE | $4,927 | $9,806-49.8% | $9,132-46.0% | $6,690-26.3% |
| Admin fee / account holder | $7 | $16,376-100.0% | $13,909-99.9% | $13,400-99.9% |