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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 | $26,363 | $183,978-85.7% | $162,171-83.7% | $152,885-82.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.86% | 150.78%-127.9pp | 115.60%-92.7pp | 345.39%-322.5pp |
| Employer contribution / active EE | $3,335 | $6,370-47.6% | $5,613-40.6% | $4,763-30.0% |
| Participant deferral / active EE | $8,350 | $8,033+3.9% | $7,297+14.4% | $5,851+42.7% |
| Admin fee / account holder | $229 | $13,122-98.3% | $10,843-97.9% | $11,598-98.0% |