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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 | $17,294 | $160,040-89.2% | $147,096-88.2% | $145,877-88.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.02% | 98.49%-66.5pp | 419.75%-387.7pp | 551.28%-519.3pp |
| Employer contribution / active EE | $5,049 | $5,289-4.6% | $4,936+2.3% | $4,663+8.3% |
| Participant deferral / active EE | $19,430 | $8,429+130.5% | $8,071+140.7% | $6,691+190.4% |
| Admin fee / account holder | $35 | $15,050-99.8% | $13,005-99.7% | $13,402-99.7% |