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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 | $15,849 | $209,425-92.4% | $178,499-91.1% | $158,966-90.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.90% | 188.80%-173.9pp | 151.10%-136.2pp | 302.95%-288.1pp |
| Employer contribution / active EE | $5,296 | $5,707-7.2% | $5,011+5.7% | $4,762+11.2% |
| Participant deferral / active EE | $3,202 | $5,955-46.2% | $5,202-38.5% | $5,983-46.5% |
| Admin fee / account holder | $1 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |