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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 | $26,905 | $209,422-87.2% | $178,503-84.9% | $158,982-83.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.14% | 188.81%-163.7pp | 151.12%-126.0pp | 302.99%-277.9pp |
| Employer contribution / active EE | $7,025 | $5,707+23.1% | $5,011+40.2% | $4,763+47.5% |
| Participant deferral / active EE | $3,250 | $5,955-45.4% | $5,202-37.5% | $5,983-45.7% |
| Admin fee / account holder | $75 | $17,079-99.6% | $13,987-99.5% | $11,252-99.3% |