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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 | $11,052 | $165,381-93.3% | $149,730-92.6% | $158,966-93.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 275.96% | 348.29%-72.3pp | 276.70%-0.7pp | 302.95%-27.0pp |
| Employer contribution / active EE | $4,294 | $5,104-15.9% | $4,645-7.6% | $4,762-9.8% |
| Participant deferral / active EE | $2,849 | $7,182-60.3% | $6,843-58.4% | $5,983-52.4% |
| Admin fee / account holder | $4 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |