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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 | $11,707 | $202,342-94.2% | $172,753-93.2% | $152,909-92.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 38.41% | 1029.88%-991.5pp | 803.00%-764.6pp | 345.46%-307.1pp |
| Employer contribution / active EE | $4,678 | $5,857-20.1% | $5,144-9.1% | $4,764-1.8% |
| Participant deferral / active EE | $3,125 | $5,948-47.5% | $5,198-39.9% | $5,851-46.6% |
| Admin fee / account holder | $144 | $17,112-99.2% | $13,956-99.0% | $11,601-98.8% |