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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 | $25,875 | $217,432-88.1% | $185,849-86.1% | $167,536-84.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.21% | 148.42%-124.2pp | 122.10%-97.9pp | 478.82%-454.6pp |
| Employer contribution / active EE | $5,288 | $5,875-10.0% | $5,169+2.3% | $4,839+9.3% |
| Participant deferral / active EE | $12,025 | $6,357+89.2% | $5,569+115.9% | $6,342+89.6% |
| Admin fee / account holder | $89 | $19,818-99.6% | $16,244-99.5% | $12,315-99.3% |