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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 | $25,003 | $171,867-85.5% | $149,721-83.3% | $147,586-83.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.90% | 2113.36%-2088.5pp | 1501.67%-1476.8pp | 578.59%-553.7pp |
| Employer contribution / active EE | $1,948 | $6,275-69.0% | $5,444-64.2% | $4,876-60.1% |
| Participant deferral / active EE | $9,636 | $7,270+32.5% | $6,568+46.7% | $5,439+77.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |