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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 | $27,356 | $198,457-86.2% | $170,435-83.9% | $147,586-81.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 29.46% | 257.30%-227.8pp | 205.94%-176.5pp | 578.59%-549.1pp |
| Employer contribution / active EE | $3,768 | $6,183-39.1% | $5,432-30.6% | $4,876-22.7% |
| Participant deferral / active EE | $5,436 | $5,629-3.4% | $4,939+10.1% | $5,4390% |
| Admin fee / account holder | $164 | $16,852-99.0% | $13,881-98.8% | $10,886-98.5% |