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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 | $25,445 | $209,425-87.8% | $178,499-85.7% | $158,966-84.0% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 33.81% | 188.80%-155.0pp | 151.10%-117.3pp | 302.95%-269.1pp |
| Employer contribution / active EE | $10,730 | $5,707+88.0% | $5,011+114.1% | $4,762+125.3% |
| Participant deferral / active EE | $8,277 | $5,955+39.0% | $5,202+59.1% | $5,983+38.3% |
| Admin fee / account holder | $83 | $17,078-99.5% | $13,986-99.4% | $11,250-99.3% |