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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 | $22,660 | $198,461-88.6% | $170,436-86.7% | $147,585-84.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.66% | 257.30%-246.6pp | 205.94%-195.3pp | 578.57%-567.9pp |
| Employer contribution / active EE | $7,778 | $6,184+25.8% | $5,433+43.2% | $4,876+59.5% |
| Participant deferral / active EE | $4,799 | $5,629-14.7% | $4,939-2.8% | $5,439-11.8% |
| Admin fee / account holder | $107 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |