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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 | $25,808 | $209,422-87.7% | $178,503-85.5% | $158,982-83.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 32.03% | 188.81%-156.8pp | 151.12%-119.1pp | 302.99%-271.0pp |
| Employer contribution / active EE | $2,706 | $5,707-52.6% | $5,011-46.0% | $4,763-43.2% |
| Participant deferral / active EE | $5,118 | $5,955-14.1% | $5,202-1.6% | $5,983-14.5% |
| Admin fee / account holder | $272 | $17,079-98.4% | $13,987-98.1% | $11,252-97.6% |