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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 | $27,578 | $202,342-86.4% | $172,753-84.0% | $152,909-82.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.51% | 1029.88%-1007.4pp | 803.00%-780.5pp | 345.46%-323.0pp |
| Employer contribution / active EE | $2,166 | $5,857-63.0% | $5,144-57.9% | $4,764-54.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $210 | $17,112-98.8% | $13,956-98.5% | $11,601-98.2% |