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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 | $10,834 | $171,867-93.7% | $149,721-92.8% | $147,586-92.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.82% | 2113.36%-2101.5pp | 1501.67%-1489.9pp | 578.59%-566.8pp |
| Employer contribution / active EE | $3,766 | $6,275-40.0% | $5,444-30.8% | $4,876-22.8% |
| Participant deferral / active EE | $4,753 | $7,270-34.6% | $6,568-27.6% | $5,439-12.6% |
| Admin fee / account holder | $110 | $13,799-99.2% | $11,282-99.0% | $10,886-99.0% |