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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 | $29,901 | $209,428-85.7% | $178,498-83.2% | $158,950-81.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.73% | 188.78%-165.1pp | 151.09%-127.4pp | 302.91%-279.2pp |
| Employer contribution / active EE | $2,179 | $5,707-61.8% | $5,011-56.5% | $4,762-54.3% |
| Participant deferral / active EE | $7,063 | $5,955+18.6% | $5,202+35.8% | $5,983+18.0% |
| Admin fee / account holder | $26 | $17,077-99.8% | $13,985-99.8% | $11,248-99.8% |