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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 | $15,388 | $209,425-92.7% | $178,499-91.4% | $158,966-90.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.63% | 188.80%-179.2pp | 151.10%-141.5pp | 302.95%-293.3pp |
| Employer contribution / active EE | $9,522 | $5,707+66.8% | $5,011+90.0% | $4,762+99.9% |
| Participant deferral / active EE | $4,333 | $5,955-27.2% | $5,202-16.7% | $5,983-27.6% |
| Admin fee / account holder | $72 | $17,078-99.6% | $13,986-99.5% | $11,250-99.4% |