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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 | $15,092 | $217,432-93.1% | $185,851-91.9% | $167,553-91.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.18% | 148.43%-122.3pp | 122.11%-95.9pp | 478.89%-452.7pp |
| Employer contribution / active EE | $9,119 | $5,874+55.2% | $5,168+76.4% | $4,840+88.4% |
| Participant deferral / active EE | $2,422 | $6,357-61.9% | $5,569-56.5% | $6,343-61.8% |
| Admin fee / account holder | $251 | $19,820-98.7% | $16,245-98.5% | $12,316-98.0% |