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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 | $10,460 | $209,425-95.0% | $178,499-94.1% | $158,966-93.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.20% | 188.80%-152.6pp | 151.10%-114.9pp | 302.95%-266.8pp |
| Employer contribution / active EE | $2,242 | $5,707-60.7% | $5,011-55.3% | $4,762-52.9% |
| Participant deferral / active EE | $6,696 | $5,955+12.4% | $5,202+28.7% | $5,983+11.9% |
| Admin fee / account holder | $167 | $17,078-99.0% | $13,986-98.8% | $11,250-98.5% |