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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 | $20,762 | $185,856-88.8% | $170,028-87.8% | $139,456-85.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 89.92% | 60.52%+29.4pp | 53.39%+36.5pp | 373.45%-283.5pp |
| Employer contribution / active EE | $2,640 | $7,593-65.2% | $6,788-61.1% | $4,753-44.5% |
| Participant deferral / active EE | $13,600 | $11,623+17.0% | $10,409+30.7% | $6,711+102.6% |
| Admin fee / account holder | $18 | $15,387-99.9% | $12,820-99.9% | $11,407-99.8% |