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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 | $22,975 | $150,447-84.7% | $136,298-83.1% | $147,586-84.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.63% | 1049.15%-1024.5pp | 5156.27%-5131.6pp | 578.59%-554.0pp |
| Employer contribution / active EE | $2,952 | $5,256-43.8% | $4,696-37.1% | $4,876-39.5% |
| Participant deferral / active EE | $7,425 | $6,631+12.0% | $6,247+18.8% | $5,439+36.5% |
| Admin fee / account holder | $279 | $10,906-97.4% | $9,244-97.0% | $10,886-97.4% |