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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 | $32,472 | $198,462-83.6% | $170,439-80.9% | $147,585-78.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.10% | 257.30%-242.2pp | 205.94%-190.8pp | 578.58%-563.5pp |
| Employer contribution / active EE | $6,288 | $6,184+1.7% | $5,433+15.7% | $4,876+28.9% |
| Participant deferral / active EE | $6,400 | $5,629+13.7% | $4,939+29.6% | $5,439+17.7% |
| Admin fee / account holder | $98 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |