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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 | $26,088 | $209,425-87.5% | $178,499-85.4% | $158,966-83.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 42.33% | 188.80%-146.5pp | 151.10%-108.8pp | 302.95%-260.6pp |
| Employer contribution / active EE | $2,394 | $5,707-58.1% | $5,011-52.2% | $4,762-49.7% |
| Participant deferral / active EE | $10,549 | $5,955+77.1% | $5,202+102.8% | $5,983+76.3% |
| Admin fee / account holder | $208 | $17,078-98.8% | $13,986-98.5% | $11,250-98.2% |