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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 | $7,700 | $175,231-95.6% | $149,696-94.9% | $139,466-94.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 42.66% | 166.77%-124.1pp | 134.46%-91.8pp | 373.66%-331.0pp |
| Employer contribution / active EE | $2,860 | $5,478-47.8% | $4,821-40.7% | $4,754-39.8% |
| Participant deferral / active EE | $6,917 | $6,521+6.1% | $5,682+21.7% | $6,712+3.1% |
| Admin fee / account holder | $147 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |