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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 | $22,801 | $150,442-84.8% | $136,295-83.3% | $147,585-84.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.61% | 1049.09%-1035.5pp | 5155.97%-5142.4pp | 578.56%-565.0pp |
| Employer contribution / active EE | $7,054 | $5,256+34.2% | $4,695+50.2% | $4,876+44.7% |
| Participant deferral / active EE | $4,387 | $6,630-33.8% | $6,247-29.8% | $5,439-19.3% |
| Admin fee / account holder | $68 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |