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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 | $14,014 | $175,259-92.0% | $149,723-90.6% | $139,487-90.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.24% | 166.82%-140.6pp | 134.50%-108.3pp | 373.84%-347.6pp |
| Employer contribution / active EE | $2,713 | $5,478-50.5% | $4,821-43.7% | $4,755-42.9% |
| Participant deferral / active EE | $6,575 | $6,522+0.8% | $5,682+15.7% | $6,713-2.1% |
| Admin fee / account holder | $148 | $16,158-99.1% | $13,215-98.9% | $11,407-98.7% |