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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 | $16,213 | $232,540-93.0% | $185,117-91.2% | $147,586-89.0% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 82.8%+4.7pp |
| Annual return | 342.24% | 43.03%+299.2pp | 40.50%+301.7pp | 578.59%-236.4pp |
| Employer contribution / active EE | $2,720 | $5,195-47.7% | $4,182-35.0% | $4,876-44.2% |
| Participant deferral / active EE | $2,561 | $5,834-56.1% | $5,045-49.2% | $5,439-52.9% |
| Admin fee / account holder | $105 | $10,275-99.0% | $8,159-98.7% | $10,886-99.0% |