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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 | $10,653 | $209,422-94.9% | $178,503-94.0% | $158,982-93.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 83.04% | 188.81%-105.8pp | 151.12%-68.1pp | 302.99%-219.9pp |
| Employer contribution / active EE | $3,035 | $5,707-46.8% | $5,011-39.4% | $4,763-36.3% |
| Participant deferral / active EE | $10,307 | $5,955+73.1% | $5,202+98.1% | $5,983+72.3% |
| Admin fee / account holder | $248 | $17,079-98.5% | $13,987-98.2% | $11,252-97.8% |