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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 | $14,368 | $183,988-92.2% | $162,177-91.1% | $152,897-90.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.07% | 150.79%-130.7pp | 115.60%-95.5pp | 345.43%-325.4pp |
| Employer contribution / active EE | $1,563 | $6,370-75.5% | $5,613-72.2% | $4,764-67.2% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $238 | $13,123-98.2% | $10,843-97.8% | $11,599-98.0% |