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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 | $10,857 | $175,231-93.8% | $149,696-92.7% | $139,466-92.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.43% | 166.77%-130.3pp | 134.46%-98.0pp | 373.66%-337.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,885 | $6,521-40.4% | $5,682-31.6% | $6,712-42.1% |
| Admin fee / account holder | $257 | $16,155-98.4% | $13,212-98.1% | $11,409-97.7% |