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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 | $26,611 | $217,427-87.8% | $185,837-85.7% | $167,518-84.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.99% | 148.39%-121.4pp | 122.08%-95.1pp | 478.71%-451.7pp |
| Employer contribution / active EE | $3,693 | $5,874-37.1% | $5,168-28.5% | $4,838-23.7% |
| Participant deferral / active EE | $11,176 | $6,357+75.8% | $5,568+100.7% | $6,342+76.2% |
| Admin fee / account holder | $15 | $19,816-99.9% | $16,241-99.9% | $12,312-99.9% |