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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 | $20,643 | $150,447-86.3% | $136,298-84.9% | $147,586-86.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 26.29% | 1049.15%-1022.9pp | 5156.27%-5130.0pp | 578.59%-552.3pp |
| Employer contribution / active EE | $3,629 | $5,256-31.0% | $4,696-22.7% | $4,876-25.6% |
| Participant deferral / active EE | $12,325 | $6,631+85.9% | $6,247+97.3% | $5,439+126.6% |
| Admin fee / account holder | $61 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |