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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 | $27,647 | $183,988-85.0% | $162,177-83.0% | $152,897-81.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 35.83% | 150.79%-115.0pp | 115.60%-79.8pp | 345.43%-309.6pp |
| Employer contribution / active EE | $1,582 | $6,370-75.2% | $5,613-71.8% | $4,764-66.8% |
| Participant deferral / active EE | $13,101 | $8,032+63.1% | $7,297+79.5% | $5,851+123.9% |
| Admin fee / account holder | $107 | $13,123-99.2% | $10,843-99.0% | $11,599-99.1% |