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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 | $26,129 | $227,399-88.5% | $189,758-86.2% | $198,609-86.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 21.48% | 61.03%-39.5pp | 52.62%-31.1pp | 202.70%-181.2pp |
| Employer contribution / active EE | $1,848 | $5,526-66.6% | $4,767-61.2% | $5,055-63.4% |
| Participant deferral / active EE | $7,262 | $6,837+6.2% | $5,856+24.0% | $6,977+4.1% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |