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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 | $24,280 | $196,972-87.7% | $182,262-86.7% | $198,609-87.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 26.31% | 158.27%-132.0pp | 140.60%-114.3pp | 202.70%-176.4pp |
| Employer contribution / active EE | $2,678 | $5,364-50.1% | $5,046-46.9% | $5,055-47.0% |
| Participant deferral / active EE | $9,704 | $8,643+12.3% | $8,276+17.2% | $6,977+39.1% |
| Admin fee / account holder | $37 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |