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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 | $18,830 | $226,135-91.7% | $182,558-89.7% | $152,909-87.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 35.81% | 192.60%-156.8pp | 148.59%-112.8pp | 345.46%-309.7pp |
| Employer contribution / active EE | $3,603 | $4,979-27.6% | $4,076-11.6% | $4,764-24.4% |
| Participant deferral / active EE | $7,474 | $6,371+17.3% | $5,526+35.2% | $5,851+27.7% |
| Admin fee / account holder | $178 | $10,707-98.3% | $8,594-97.9% | $11,601-98.5% |