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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 | $28,656 | $198,461-85.6% | $170,436-83.2% | $147,585-80.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 31.18% | 257.30%-226.1pp | 205.94%-174.8pp | 578.57%-547.4pp |
| Employer contribution / active EE | $2,893 | $6,184-53.2% | $5,433-46.7% | $4,876-40.7% |
| Participant deferral / active EE | $3,614 | $5,629-35.8% | $4,939-26.8% | $5,439-33.6% |
| Admin fee / account holder | $104 | $16,852-99.4% | $13,880-99.3% | $10,885-99.0% |