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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 | $23,758 | $196,972-87.9% | $182,262-87.0% | $198,609-88.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 30.61% | 158.27%-127.7pp | 140.60%-110.0pp | 202.70%-172.1pp |
| Employer contribution / active EE | $2,719 | $5,364-49.3% | $5,046-46.1% | $5,055-46.2% |
| Participant deferral / active EE | $9,311 | $8,643+7.7% | $8,276+12.5% | $6,977+33.5% |
| Admin fee / account holder | $73 | $18,429-99.6% | $16,712-99.6% | $19,030-99.6% |