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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 | $20,117 | $167,522-88.0% | $151,639-86.7% | $134,532-85.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 102.67% | 7.81%+94.9pp | 3.34%+99.3pp | 418.27%-315.6pp |
| Employer contribution / active EE | $5,272 | $6,828-22.8% | $6,165-14.5% | $4,741+11.2% |
| Participant deferral / active EE | $5,450 | $8,986-39.4% | $8,363-34.8% | $6,401-14.9% |
| Admin fee / account holder | $248 | $13,780-98.2% | $11,613-97.9% | $11,429-97.8% |