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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 | $14,257 | $198,461-92.8% | $170,436-91.6% | $147,585-90.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 28.75% | 257.30%-228.6pp | 205.94%-177.2pp | 578.57%-549.8pp |
| Employer contribution / active EE | $2,211 | $6,184-64.3% | $5,433-59.3% | $4,876-54.7% |
| Participant deferral / active EE | $5,600 | $5,629-0.5% | $4,939+13.4% | $5,439+3.0% |
| Admin fee / account holder | $69 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |