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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 | $31,470 | $198,457-84.1% | $170,435-81.5% | $147,586-78.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.22% | 257.30%-248.1pp | 205.94%-196.7pp | 578.59%-569.4pp |
| Employer contribution / active EE | $8,440 | $6,183+36.5% | $5,432+55.4% | $4,876+73.1% |
| Participant deferral / active EE | $4,362 | $5,629-22.5% | $4,939-11.7% | $5,439-19.8% |
| Admin fee / account holder | $116 | $16,852-99.3% | $13,881-99.2% | $10,886-98.9% |