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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 | $17,402 | $209,422-91.7% | $178,503-90.3% | $158,982-89.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.19% | 188.81%-157.6pp | 151.12%-119.9pp | 302.99%-271.8pp |
| Employer contribution / active EE | $4,129 | $5,707-27.6% | $5,011-17.6% | $4,763-13.3% |
| Participant deferral / active EE | $6,213 | $5,955+4.3% | $5,202+19.4% | $5,983+3.8% |
| Admin fee / account holder | $50 | $17,079-99.7% | $13,987-99.6% | $11,252-99.6% |