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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 | $13,630 | $202,342-93.3% | $172,752-92.1% | $152,897-91.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 39.29% | 1029.83%-990.5pp | 802.97%-763.7pp | 345.43%-306.1pp |
| Employer contribution / active EE | $2,207 | $5,858-62.3% | $5,144-57.1% | $4,764-53.7% |
| Participant deferral / active EE | $7,290 | $5,948+22.5% | $5,198+40.2% | $5,851+24.6% |
| Admin fee / account holder | $9 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |