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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 | $10,984 | $134,817-91.9% | $123,973-91.1% | $155,188-92.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 19.95% | 515.49%-495.5pp | 388.13%-368.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $6,440 | $4,425+45.5% | $4,126+56.1% | $4,248+51.6% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $236 | $13,245-98.2% | $11,799-98.0% | $14,480-98.4% |