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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 | $24,533 | $209,425-88.3% | $178,499-86.3% | $158,966-84.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.33% | 188.80%-160.5pp | 151.10%-122.8pp | 302.95%-274.6pp |
| Employer contribution / active EE | $6,760 | $5,707+18.5% | $5,011+34.9% | $4,762+42.0% |
| Participant deferral / active EE | $4,403 | $5,955-26.1% | $5,202-15.4% | $5,983-26.4% |
| Admin fee / account holder | $111 | $17,078-99.4% | $13,986-99.2% | $11,250-99.0% |