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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 | $28,473 | $197,637-85.6% | $177,848-84.0% | $158,982-82.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 82.23% | 58.77%+23.5pp | 48.33%+33.9pp | 302.99%-220.8pp |
| Employer contribution / active EE | $2,664 | $6,698-60.2% | $5,919-55.0% | $4,763-44.1% |
| Participant deferral / active EE | $16,658 | $8,405+98.2% | $7,714+116.0% | $5,983+178.4% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |