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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 | $27,030 | $162,821-83.4% | $133,978-79.8% | $158,982-83.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 74.37% | 41.95%+32.4pp | 45.10%+29.3pp | 302.99%-228.6pp |
| Employer contribution / active EE | $2,818 | $4,976-43.4% | $3,919-28.1% | $4,763-40.8% |
| Participant deferral / active EE | $16,880 | $5,910+185.6% | $5,047+234.4% | $5,983+182.1% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |