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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 | $24,910 | $202,342-87.7% | $172,752-85.6% | $152,897-83.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 30.60% | 1029.83%-999.2pp | 802.97%-772.4pp | 345.43%-314.8pp |
| Employer contribution / active EE | $5,398 | $5,858-7.9% | $5,144+4.9% | $4,764+13.3% |
| Participant deferral / active EE | $10,034 | $5,948+68.7% | $5,198+93.1% | $5,851+71.5% |
| Admin fee / account holder | $51 | $17,111-99.7% | $13,955-99.6% | $11,599-99.6% |