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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 | $31,459 | $209,874-85.0% | $189,537-83.4% | $167,536-81.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.15% | 748.61%-733.5pp | 555.34%-540.2pp | 478.82%-463.7pp |
| Employer contribution / active EE | $8,627 | $6,913+24.8% | $6,161+40.0% | $4,839+78.3% |
| Participant deferral / active EE | $8,278 | $8,934-7.3% | $8,220+0.7% | $6,342+30.5% |
| Admin fee / account holder | $182 | $14,299-98.7% | $12,048-98.5% | $12,315-98.5% |