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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 | $28,075 | $198,457-85.9% | $170,435-83.5% | $147,586-81.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.97% | 257.30%-246.3pp | 205.94%-195.0pp | 578.59%-567.6pp |
| Employer contribution / active EE | $3,813 | $6,183-38.3% | $5,432-29.8% | $4,876-21.8% |
| Participant deferral / active EE | $13,829 | $5,629+145.7% | $4,939+180.0% | $5,439+154.3% |
| Admin fee / account holder | $204 | $16,852-98.8% | $13,881-98.5% | $10,886-98.1% |