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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 | $20,570 | $209,425-90.2% | $178,499-88.5% | $158,966-87.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 43.61% | 188.80%-145.2pp | 151.10%-107.5pp | 302.95%-259.3pp |
| Employer contribution / active EE | $4,268 | $5,707-25.2% | $5,011-14.8% | $4,762-10.4% |
| Participant deferral / active EE | $11,692 | $5,955+96.3% | $5,202+124.8% | $5,983+95.4% |
| Admin fee / account holder | $85 | $17,078-99.5% | $13,986-99.4% | $11,250-99.2% |