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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 | $17,315 | $198,457-91.3% | $170,435-89.8% | $147,586-88.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 44.67% | 257.30%-212.6pp | 205.94%-161.3pp | 578.59%-533.9pp |
| Employer contribution / active EE | $6,994 | $6,183+13.1% | $5,432+28.8% | $4,876+43.4% |
| Participant deferral / active EE | $4,428 | $5,629-21.3% | $4,939-10.4% | $5,439-18.6% |
| Admin fee / account holder | $49 | $16,852-99.7% | $13,881-99.6% | $10,886-99.6% |