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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 | $16,673 | $209,425-92.0% | $178,499-90.7% | $158,966-89.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.35% | 188.80%-178.4pp | 151.10%-140.8pp | 302.95%-292.6pp |
| Employer contribution / active EE | $6,100 | $5,707+6.9% | $5,011+21.7% | $4,762+28.1% |
| Participant deferral / active EE | $3,478 | $5,955-41.6% | $5,202-33.2% | $5,983-41.9% |
| Admin fee / account holder | $16 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |