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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 | $14,565 | $209,874-93.1% | $189,537-92.3% | $167,536-91.3% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 30.17% | 748.61%-718.4pp | 555.34%-525.2pp | 478.82%-448.6pp |
| Employer contribution / active EE | $2,830 | $6,913-59.1% | $6,161-54.1% | $4,839-41.5% |
| Participant deferral / active EE | $4,599 | $8,934-48.5% | $8,220-44.1% | $6,342-27.5% |
| Admin fee / account holder | $20 | $14,299-99.9% | $12,048-99.8% | $12,315-99.8% |