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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 | $22,666 | $209,422-89.2% | $178,503-87.3% | $158,982-85.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.15% | 188.81%-168.7pp | 151.12%-131.0pp | 302.99%-282.8pp |
| Employer contribution / active EE | $7,226 | $5,707+26.6% | $5,011+44.2% | $4,763+51.7% |
| Participant deferral / active EE | $3,250 | $5,955-45.4% | $5,202-37.5% | $5,983-45.7% |
| Admin fee / account holder | $15 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |