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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 | $29,854 | $209,425-85.7% | $178,499-83.3% | $158,966-81.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 51.31% | 188.80%-137.5pp | 151.10%-99.8pp | 302.95%-251.6pp |
| Employer contribution / active EE | $6,576 | $5,707+15.2% | $5,011+31.2% | $4,762+38.1% |
| Participant deferral / active EE | $9,251 | $5,955+55.3% | $5,202+77.8% | $5,983+54.6% |
| Admin fee / account holder | $15 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |