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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 | $26,843 | $209,874-87.2% | $189,537-85.8% | $167,536-84.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.57% | 748.61%-725.0pp | 555.34%-531.8pp | 478.82%-455.2pp |
| Employer contribution / active EE | $2,032 | $6,913-70.6% | $6,161-67.0% | $4,839-58.0% |
| Participant deferral / active EE | $10,942 | $8,934+22.5% | $8,220+33.1% | $6,342+72.5% |
| Admin fee / account holder | $260 | $14,299-98.2% | $12,048-97.8% | $12,315-97.9% |