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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 | $23,038 | $184,000-87.5% | $162,185-85.8% | $152,909-84.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.41% | 150.80%-126.4pp | 115.61%-91.2pp | 345.46%-321.1pp |
| Employer contribution / active EE | $6,707 | $6,370+5.3% | $5,613+19.5% | $4,764+40.8% |
| Participant deferral / active EE | $3,432 | $8,033-57.3% | $7,297-53.0% | $5,851-41.3% |
| Admin fee / account holder | $243 | $13,124-98.2% | $10,844-97.8% | $11,601-97.9% |