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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 | $18,187 | $209,422-91.3% | $178,503-89.8% | $158,982-88.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.75% | 188.81%-181.1pp | 151.12%-143.4pp | 302.99%-295.2pp |
| Employer contribution / active EE | $6,792 | $5,707+19.0% | $5,011+35.5% | $4,763+42.6% |
| Participant deferral / active EE | $5,275 | $5,955-11.4% | $5,202+1.4% | $5,983-11.8% |
| Admin fee / account holder | $14 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |