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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 | $24,923 | $209,428-88.1% | $178,498-86.0% | $158,950-84.3% |
| Participation rate | 95.8% | 86.4%+9.5pp | 81.9%+13.9pp | 82.0%+13.9pp |
| Annual return | 20.47% | 188.78%-168.3pp | 151.09%-130.6pp | 302.91%-282.4pp |
| Employer contribution / active EE | $4,600 | $5,707-19.4% | $5,011-8.2% | $4,762-3.4% |
| Participant deferral / active EE | $3,529 | $5,955-40.7% | $5,202-32.2% | $5,983-41.0% |
| Admin fee / account holder | $49 | $17,077-99.7% | $13,985-99.7% | $11,248-99.6% |