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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 | $25,954 | $80,983-68.0% | $96,544-73.1% | $75,177-65.5% |
| Participation rate | 86.1% | 71.8%+14.3pp | 76.0%+10.1pp | 67.2%+18.9pp |
| Annual return | 55.59% | 27.05%+28.5pp | 25.88%+29.7pp | 160.75%-105.2pp |
| Employer contribution / active EE | $3,648 | $2,282+59.8% | $2,966+23.0% | $2,671+36.6% |
| Participant deferral / active EE | $6,502 | $3,929+65.5% | $4,851+34.0% | $4,126+57.6% |
| Admin fee / account holder | $1 | $6,717-100.0% | $8,254-100.0% | $5,651-100.0% |