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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 | $19,126 | $202,342-90.5% | $172,753-88.9% | $152,909-87.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 37.15% | 1029.88%-992.7pp | 803.00%-765.9pp | 345.46%-308.3pp |
| Employer contribution / active EE | $2,187 | $5,857-62.7% | $5,144-57.5% | $4,764-54.1% |
| Participant deferral / active EE | $5,133 | $5,948-13.7% | $5,198-1.3% | $5,851-12.3% |
| Admin fee / account holder | $201 | $17,112-98.8% | $13,956-98.6% | $11,601-98.3% |