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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 | $26,624 | $209,425-87.3% | $178,499-85.1% | $158,966-83.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.10% | 188.80%-178.7pp | 151.10%-141.0pp | 302.95%-292.9pp |
| Employer contribution / active EE | $4,588 | $5,707-19.6% | $5,011-8.5% | $4,762-3.7% |
| Participant deferral / active EE | $3,250 | $5,955-45.4% | $5,202-37.5% | $5,983-45.7% |
| Admin fee / account holder | $2 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |