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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 | $18,170 | $176,077-89.7% | $159,455-88.6% | $167,518-89.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 84.06% | 331.83%-247.8pp | 263.63%-179.6pp | 478.71%-394.6pp |
| Employer contribution / active EE | $4,033 | $5,298-23.9% | $4,830-16.5% | $4,838-16.7% |
| Participant deferral / active EE | $10,892 | $7,751+40.5% | $7,353+48.1% | $6,342+71.7% |
| Admin fee / account holder | $9 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |