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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 | $25,393 | $209,425-87.9% | $178,499-85.8% | $158,966-84.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.99% | 188.80%-174.8pp | 151.10%-137.1pp | 302.95%-289.0pp |
| Employer contribution / active EE | $2,594 | $5,707-54.5% | $5,011-48.2% | $4,762-45.5% |
| Participant deferral / active EE | $3,387 | $5,955-43.1% | $5,202-34.9% | $5,983-43.4% |
| Admin fee / account holder | $300 | $17,078-98.2% | $13,986-97.9% | $11,250-97.3% |