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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 | $26,879 | $202,342-86.7% | $172,753-84.4% | $152,909-82.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 64.09% | 1029.88%-965.8pp | 803.00%-738.9pp | 345.46%-281.4pp |
| Employer contribution / active EE | $2,993 | $5,857-48.9% | $5,144-41.8% | $4,764-37.2% |
| Participant deferral / active EE | $3,029 | $5,948-49.1% | $5,198-41.7% | $5,851-48.2% |
| Admin fee / account holder | $234 | $17,112-98.6% | $13,956-98.3% | $11,601-98.0% |