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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 | $31,852 | $198,457-84.0% | $170,435-81.3% | $147,586-78.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.68% | 257.30%-238.6pp | 205.94%-187.3pp | 578.59%-559.9pp |
| Employer contribution / active EE | $4,953 | $6,183-19.9% | $5,432-8.8% | $4,876+1.6% |
| Participant deferral / active EE | $5,300 | $5,629-5.9% | $4,939+7.3% | $5,439-2.6% |
| Admin fee / account holder | $37 | $16,852-99.8% | $13,881-99.7% | $10,886-99.7% |