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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 | $17,007 | $150,447-88.7% | $136,298-87.5% | $147,586-88.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.38% | 1049.15%-1028.8pp | 5156.27%-5135.9pp | 578.59%-558.2pp |
| Employer contribution / active EE | $1,584 | $5,256-69.9% | $4,696-66.3% | $4,876-67.5% |
| Participant deferral / active EE | $2,520 | $6,631-62.0% | $6,247-59.7% | $5,439-53.7% |
| Admin fee / account holder | $23 | $10,906-99.8% | $9,244-99.7% | $10,886-99.8% |