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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 | $31,179 | $198,457-84.3% | $170,435-81.7% | $147,586-78.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.10% | 257.30%-242.2pp | 205.94%-190.8pp | 578.59%-563.5pp |
| Employer contribution / active EE | $3,776 | $6,183-38.9% | $5,432-30.5% | $4,876-22.6% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $36 | $16,852-99.8% | $13,881-99.7% | $10,886-99.7% |