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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 | $25,921 | $209,425-87.6% | $178,499-85.5% | $158,966-83.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.84% | 188.80%-174.0pp | 151.10%-136.3pp | 302.95%-288.1pp |
| Employer contribution / active EE | $7,940 | $5,707+39.1% | $5,011+58.4% | $4,762+66.7% |
| Participant deferral / active EE | $4,479 | $5,955-24.8% | $5,202-13.9% | $5,983-25.1% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |