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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 | $30,841 | $202,342-84.8% | $172,753-82.1% | $152,909-79.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 56.91% | 1029.88%-973.0pp | 803.00%-746.1pp | 345.46%-288.6pp |
| Employer contribution / active EE | $12,137 | $5,857+107.2% | $5,144+136.0% | $4,764+154.8% |
| Participant deferral / active EE | $18,203 | $5,948+206.0% | $5,198+250.2% | $5,851+211.1% |
| Admin fee / account holder | $227 | $17,112-98.7% | $13,956-98.4% | $11,601-98.0% |