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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 | $28,528 | $202,342-85.9% | $172,753-83.5% | $152,909-81.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 555.26% | 1029.88%-474.6pp | 803.00%-247.7pp | 345.46%+209.8pp |
| Employer contribution / active EE | $5,246 | $5,857-10.4% | $5,144+2.0% | $4,764+10.1% |
| Participant deferral / active EE | $2,481 | $5,948-58.3% | $5,198-52.3% | $5,851-57.6% |
| Admin fee / account holder | $279 | $17,112-98.4% | $13,956-98.0% | $11,601-97.6% |