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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 | $27,760 | $183,978-84.9% | $162,171-82.9% | $152,885-81.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 28.06% | 150.78%-122.7pp | 115.60%-87.5pp | 345.39%-317.3pp |
| Employer contribution / active EE | $3,427 | $6,370-46.2% | $5,613-39.0% | $4,763-28.1% |
| Participant deferral / active EE | $5,121 | $8,033-36.2% | $7,297-29.8% | $5,851-12.5% |
| Admin fee / account holder | $20 | $13,122-99.8% | $10,843-99.8% | $11,598-99.8% |