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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 | $8,921 | $226,090-96.1% | $182,531-95.1% | $152,885-94.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 41.15% | 192.57%-151.4pp | 148.57%-107.4pp | 345.39%-304.2pp |
| Employer contribution / active EE | $2,531 | $4,978-49.2% | $4,075-37.9% | $4,763-46.9% |
| Participant deferral / active EE | $6,418 | $6,369+0.8% | $5,525+16.2% | $5,851+9.7% |
| Admin fee / account holder | $8 | $10,705-99.9% | $8,593-99.9% | $11,598-99.9% |