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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 | $10,053 | $198,461-94.9% | $170,436-94.1% | $147,585-93.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.08% | 257.30%-231.2pp | 205.94%-179.9pp | 578.57%-552.5pp |
| Employer contribution / active EE | $2,007 | $6,184-67.5% | $5,433-63.1% | $4,876-58.8% |
| Participant deferral / active EE | $2,866 | $5,629-49.1% | $4,939-42.0% | $5,439-47.3% |
| Admin fee / account holder | $55 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |