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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 | $27,277 | $209,425-87.0% | $178,499-84.7% | $158,966-82.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.76% | 188.80%-160.0pp | 151.10%-122.3pp | 302.95%-274.2pp |
| Employer contribution / active EE | $2,701 | $5,707-52.7% | $5,011-46.1% | $4,762-43.3% |
| Participant deferral / active EE | $6,848 | $5,955+15.0% | $5,202+31.6% | $5,983+14.4% |
| Admin fee / account holder | $71 | $17,078-99.6% | $13,986-99.5% | $11,250-99.4% |