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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 | $226,105-90.8% | $182,540-88.7% | $152,897-86.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 28.63% | 192.58%-163.9pp | 148.58%-119.9pp | 345.43%-316.8pp |
| Employer contribution / active EE | $2,477 | $4,978-50.2% | $4,076-39.2% | $4,764-48.0% |
| Participant deferral / active EE | $7,328 | $6,370+15.0% | $5,525+32.6% | $5,851+25.2% |
| Admin fee / account holder | $241 | $10,706-97.7% | $8,593-97.2% | $11,599-97.9% |