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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 | $12,471 | $209,428-94.0% | $178,498-93.0% | $158,950-92.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.87% | 188.78%-165.9pp | 151.09%-128.2pp | 302.91%-280.0pp |
| Employer contribution / active EE | $1,378 | $5,707-75.8% | $5,011-72.5% | $4,762-71.1% |
| Participant deferral / active EE | $7,216 | $5,955+21.2% | $5,202+38.7% | $5,983+20.6% |
| Admin fee / account holder | $69 | $17,077-99.6% | $13,985-99.5% | $11,248-99.4% |