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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 | $9,786 | $138,114-92.9% | $125,391-92.2% | $134,545-92.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 326.94% | 750.88%-423.9pp | 572.41%-245.5pp | 418.37%-91.4pp |
| Employer contribution / active EE | $1,720 | $5,246-67.2% | $4,816-64.3% | $4,742-63.7% |
| Participant deferral / active EE | $6,160 | $7,801-21.0% | $7,448-17.3% | $6,401-3.8% |
| Admin fee / account holder | $271 | $11,570-97.7% | $10,009-97.3% | $11,431-97.6% |