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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 | $13,985 | $185,883-92.5% | $170,043-91.8% | $139,466-90.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.37% | 60.54%-28.2pp | 53.40%-21.0pp | 373.66%-341.3pp |
| Employer contribution / active EE | $5,548 | $7,596-27.0% | $6,790-18.3% | $4,754+16.7% |
| Participant deferral / active EE | $4,351 | $11,626-62.6% | $10,410-58.2% | $6,712-35.2% |
| Admin fee / account holder | $137 | $15,393-99.1% | $12,824-98.9% | $11,409-98.8% |