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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 | $31,724 | $171,867-81.5% | $149,721-78.8% | $147,586-78.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.22% | 2113.36%-2101.1pp | 1501.67%-1489.4pp | 578.59%-566.4pp |
| Employer contribution / active EE | $7,236 | $6,275+15.3% | $5,444+32.9% | $4,876+48.4% |
| Participant deferral / active EE | $7,181 | $7,270-1.2% | $6,568+9.3% | $5,439+32.0% |
| Admin fee / account holder | $186 | $13,799-98.7% | $11,282-98.4% | $10,886-98.3% |