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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 | $28,543 | $209,428-86.4% | $178,498-84.0% | $158,950-82.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.08% | 188.78%-170.7pp | 151.09%-133.0pp | 302.91%-284.8pp |
| Employer contribution / active EE | $10,189 | $5,707+78.5% | $5,011+103.3% | $4,762+114.0% |
| Participant deferral / active EE | $6,250 | $5,955+5.0% | $5,202+20.1% | $5,983+4.5% |
| Admin fee / account holder | $71 | $17,077-99.6% | $13,985-99.5% | $11,248-99.4% |