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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 | $12,757 | $150,446-91.5% | $136,297-90.6% | $147,585-91.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.45% | 1049.14%-1034.7pp | 5156.19%-5141.7pp | 578.58%-564.1pp |
| Employer contribution / active EE | $7,043 | $5,256+34.0% | $4,696+50.0% | $4,876+44.4% |
| Participant deferral / active EE | $5,399 | $6,631-18.6% | $6,247-13.6% | $5,439-0.7% |
| Admin fee / account holder | $190 | $10,906-98.3% | $9,244-97.9% | $10,886-98.3% |