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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 | $27,749 | $184,000-84.9% | $162,185-82.9% | $152,909-81.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.33% | 150.80%-127.5pp | 115.61%-92.3pp | 345.46%-322.1pp |
| Employer contribution / active EE | $2,341 | $6,370-63.3% | $5,613-58.3% | $4,764-50.9% |
| Participant deferral / active EE | $4,004 | $8,033-50.2% | $7,297-45.1% | $5,851-31.6% |
| Admin fee / account holder | $116 | $13,124-99.1% | $10,844-98.9% | $11,601-99.0% |