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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 | $20,712 | $209,336-90.1% | $197,124-89.5% | $137,256-84.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.16% | 48.09%-29.9pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $5,103 | $6,591-22.6% | $6,227-18.1% | $4,156+22.8% |
| Participant deferral / active EE | $2,967 | $9,614-69.1% | $9,135-67.5% | $6,407-53.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |