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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 | $20,118 | $209,425-90.4% | $178,499-88.7% | $158,966-87.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 45.73% | 188.80%-143.1pp | 151.10%-105.4pp | 302.95%-257.2pp |
| Employer contribution / active EE | $3,697 | $5,707-35.2% | $5,011-26.2% | $4,762-22.4% |
| Participant deferral / active EE | $5,955 | $5,9550% | $5,202+14.5% | $5,983-0.5% |
| Admin fee / account holder | $14 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |