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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 | $26,820 | $209,425-87.2% | $178,499-85.0% | $158,966-83.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.57% | 188.80%-175.2pp | 151.10%-137.5pp | 302.95%-289.4pp |
| Employer contribution / active EE | $5,255 | $5,707-7.9% | $5,011+4.9% | $4,762+10.3% |
| Participant deferral / active EE | $5,556 | $5,955-6.7% | $5,202+6.8% | $5,983-7.1% |
| Admin fee / account holder | $5 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |