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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 | $23,952 | $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 | 15.35% | 257.30%-242.0pp | 205.94%-190.6pp | 578.59%-563.2pp |
| Employer contribution / active EE | $7,184 | $6,183+16.2% | $5,432+32.2% | $4,876+47.3% |
| Participant deferral / active EE | $6,742 | $5,629+19.8% | $4,939+36.5% | $5,439+24.0% |
| Admin fee / account holder | $267 | $16,852-98.4% | $13,881-98.1% | $10,886-97.5% |