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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 | $30,210 | $171,867-82.4% | $149,716-79.8% | $147,585-79.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 29.60% | 2113.36%-2083.8pp | 1501.67%-1472.1pp | 578.58%-549.0pp |
| Employer contribution / active EE | $8,581 | $6,275+36.8% | $5,444+57.6% | $4,876+76.0% |
| Participant deferral / active EE | $7,561 | $7,270+4.0% | $6,568+15.1% | $5,439+39.0% |
| Admin fee / account holder | $38 | $13,799-99.7% | $11,282-99.7% | $10,886-99.7% |