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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 | $14,796 | $176,077-91.6% | $159,455-90.7% | $167,518-91.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 145.47% | 331.83%-186.4pp | 263.63%-118.2pp | 478.71%-333.2pp |
| Employer contribution / active EE | $2,013 | $5,298-62.0% | $4,830-58.3% | $4,838-58.4% |
| Participant deferral / active EE | $15,863 | $7,751+104.7% | $7,353+115.7% | $6,342+150.1% |
| Admin fee / account holder | $180 | $12,556-98.6% | $10,800-98.3% | $12,312-98.5% |