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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 | $24,547 | $198,457-87.6% | $170,435-85.6% | $147,586-83.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.92% | 257.30%-240.4pp | 205.94%-189.0pp | 578.59%-561.7pp |
| Employer contribution / active EE | $5,774 | $6,183-6.6% | $5,432+6.3% | $4,876+18.4% |
| Participant deferral / active EE | $4,805 | $5,629-14.6% | $4,939-2.7% | $5,439-11.7% |
| Admin fee / account holder | $288 | $16,852-98.3% | $13,881-97.9% | $10,886-97.4% |