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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 | $23,956 | $198,457-87.9% | $170,435-85.9% | $147,586-83.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 27.96% | 257.30%-229.3pp | 205.94%-178.0pp | 578.59%-550.6pp |
| Employer contribution / active EE | $3,112 | $6,183-49.7% | $5,432-42.7% | $4,876-36.2% |
| Participant deferral / active EE | $6,023 | $5,629+7.0% | $4,939+21.9% | $5,439+10.7% |
| Admin fee / account holder | $239 | $16,852-98.6% | $13,881-98.3% | $10,886-97.8% |