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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 | $27,259 | $171,867-84.1% | $149,721-81.8% | $147,586-81.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.08% | 2113.36%-2092.3pp | 1501.67%-1480.6pp | 578.59%-557.5pp |
| Employer contribution / active EE | $2,211 | $6,275-64.8% | $5,444-59.4% | $4,876-54.7% |
| Participant deferral / active EE | $10,013 | $7,270+37.7% | $6,568+52.4% | $5,439+84.1% |
| Admin fee / account holder | $230 | $13,799-98.3% | $11,282-98.0% | $10,886-97.9% |