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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 | $18,435 | $209,422-91.2% | $178,503-89.7% | $158,982-88.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.97% | 188.81%-167.8pp | 151.12%-130.1pp | 302.99%-282.0pp |
| Employer contribution / active EE | $5,629 | $5,707-1.4% | $5,011+12.3% | $4,763+18.2% |
| Participant deferral / active EE | $4,402 | $5,955-26.1% | $5,202-15.4% | $5,983-26.4% |
| Admin fee / account holder | $59 | $17,079-99.7% | $13,987-99.6% | $11,252-99.5% |