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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 | $30,690 | $171,867-82.1% | $149,716-79.5% | $147,585-79.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.26% | 2113.36%-2095.1pp | 1501.67%-1483.4pp | 578.58%-560.3pp |
| Employer contribution / active EE | $2,656 | $6,275-57.7% | $5,444-51.2% | $4,876-45.5% |
| Participant deferral / active EE | $7,951 | $7,270+9.4% | $6,568+21.0% | $5,439+46.2% |
| Admin fee / account holder | $165 | $13,799-98.8% | $11,282-98.5% | $10,886-98.5% |