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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 | $21,240 | $160,059-86.7% | $140,019-84.8% | $135,380-84.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 45.52% | 911.48%-866.0pp | 651.17%-605.6pp | 519.81%-474.3pp |
| Employer contribution / active EE | $6,434 | $6,420+0.2% | $5,605+14.8% | $4,779+34.6% |
| Participant deferral / active EE | $10,878 | $7,641+42.4% | $6,927+57.0% | $5,609+93.9% |
| Admin fee / account holder | $33 | $13,328-99.7% | $10,705-99.7% | $10,828-99.7% |