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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 | $29,223 | $209,422-86.0% | $178,503-83.6% | $158,982-81.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.91% | 188.81%-179.9pp | 151.12%-142.2pp | 302.99%-294.1pp |
| Employer contribution / active EE | $3,589 | $5,707-37.1% | $5,011-28.4% | $4,763-24.7% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+62.9% |
| Admin fee / account holder | $98 | $17,079-99.4% | $13,987-99.3% | $11,252-99.1% |