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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 | $26,741 | $198,457-86.5% | $170,435-84.3% | $147,586-81.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.79% | 257.30%-240.5pp | 205.94%-189.2pp | 578.59%-561.8pp |
| Employer contribution / active EE | $3,724 | $6,183-39.8% | $5,432-31.5% | $4,876-23.6% |
| Participant deferral / active EE | $3,074 | $5,629-45.4% | $4,939-37.8% | $5,439-43.5% |
| Admin fee / account holder | $230 | $16,852-98.6% | $13,881-98.3% | $10,886-97.9% |