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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 | $15,409 | $150,446-89.8% | $136,297-88.7% | $147,585-89.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 32.59% | 1049.14%-1016.5pp | 5156.19%-5123.6pp | 578.58%-546.0pp |
| Employer contribution / active EE | $2,606 | $5,256-50.4% | $4,696-44.5% | $4,876-46.6% |
| Participant deferral / active EE | $5,902 | $6,631-11.0% | $6,247-5.5% | $5,439+8.5% |
| Admin fee / account holder | $190 | $10,906-98.3% | $9,244-97.9% | $10,886-98.3% |