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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 | $27,246 | $209,405-87.0% | $178,486-84.7% | $158,931-82.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.14% | 188.77%-164.6pp | 151.08%-126.9pp | 302.86%-278.7pp |
| Employer contribution / active EE | $1,714 | $5,707-70.0% | $5,011-65.8% | $4,761-64.0% |
| Participant deferral / active EE | $8,652 | $5,954+45.3% | $5,202+66.3% | $5,982+44.6% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |