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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 | $21,531 | $183,988-88.3% | $162,177-86.7% | $152,897-85.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 34.24% | 150.79%-116.5pp | 115.60%-81.4pp | 345.43%-311.2pp |
| Employer contribution / active EE | $4,013 | $6,370-37.0% | $5,613-28.5% | $4,764-15.8% |
| Participant deferral / active EE | $6,168 | $8,032-23.2% | $7,297-15.5% | $5,851+5.4% |
| Admin fee / account holder | $94 | $13,123-99.3% | $10,843-99.1% | $11,599-99.2% |