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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 | $28,208 | $209,422-86.5% | $178,503-84.2% | $158,982-82.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.49% | 188.81%-166.3pp | 151.12%-128.6pp | 302.99%-280.5pp |
| Employer contribution / active EE | $11,191 | $5,707+96.1% | $5,011+123.3% | $4,763+135.0% |
| Participant deferral / active EE | $5,475 | $5,955-8.1% | $5,202+5.2% | $5,983-8.5% |
| Admin fee / account holder | $155 | $17,079-99.1% | $13,987-98.9% | $11,252-98.6% |