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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 | $5,791 | $202,342-97.1% | $172,753-96.6% | $152,909-96.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 41.05% | 1029.88%-988.8pp | 803.00%-762.0pp | 345.46%-304.4pp |
| Employer contribution / active EE | $2,181 | $5,857-62.8% | $5,144-57.6% | $4,764-54.2% |
| Participant deferral / active EE | $4,684 | $5,948-21.2% | $5,198-9.9% | $5,851-19.9% |
| Admin fee / account holder | $37 | $17,112-99.8% | $13,956-99.7% | $11,601-99.7% |