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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 | $13,395 | $209,428-93.6% | $178,498-92.5% | $158,950-91.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.32% | 188.78%-168.5pp | 151.09%-130.8pp | 302.91%-282.6pp |
| Employer contribution / active EE | $2,597 | $5,707-54.5% | $5,011-48.2% | $4,762-45.5% |
| Participant deferral / active EE | $3,902 | $5,955-34.5% | $5,202-25.0% | $5,983-34.8% |
| Admin fee / account holder | $7 | $17,077-100.0% | $13,985-99.9% | $11,248-99.9% |