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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 | $26,241 | $180,459-85.5% | $154,108-83.0% | $135,380-80.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.53% | 888.21%-884.7pp | 735.21%-731.7pp | 519.81%-516.3pp |
| Employer contribution / active EE | $8,183 | $6,035+35.6% | $5,298+54.5% | $4,779+71.2% |
| Participant deferral / active EE | $3,789 | $5,806-34.7% | $5,081-25.4% | $5,609-32.4% |
| Admin fee / account holder | $290 | $16,145-98.2% | $13,411-97.8% | $10,828-97.3% |