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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 | $13,471 | $198,461-93.2% | $170,436-92.1% | $147,585-90.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 29.94% | 257.30%-227.4pp | 205.94%-176.0pp | 578.57%-548.6pp |
| Employer contribution / active EE | $2,980 | $6,184-51.8% | $5,433-45.2% | $4,876-38.9% |
| Participant deferral / active EE | $5,063 | $5,629-10.1% | $4,939+2.5% | $5,439-6.9% |
| Admin fee / account holder | $122 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |