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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 | $30,793 | $198,457-84.5% | $170,435-81.9% | $147,586-79.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.21% | 257.30%-243.1pp | 205.94%-191.7pp | 578.59%-564.4pp |
| Employer contribution / active EE | $9,284 | $6,183+50.2% | $5,432+70.9% | $4,876+90.4% |
| Participant deferral / active EE | $7,478 | $5,629+32.8% | $4,939+51.4% | $5,439+37.5% |
| Admin fee / account holder | $245 | $16,852-98.5% | $13,881-98.2% | $10,886-97.7% |