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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 | $27,286 | $209,422-87.0% | $178,503-84.7% | $158,982-82.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 67.13% | 188.81%-121.7pp | 151.12%-84.0pp | 302.99%-235.9pp |
| Employer contribution / active EE | $1,310 | $5,707-77.0% | $5,011-73.9% | $4,763-72.5% |
| Participant deferral / active EE | $13,286 | $5,955+123.1% | $5,202+155.4% | $5,983+122.0% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |