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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 | $20,112 | $81,208-75.2% | $98,920-79.7% | $79,852-74.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 6345.00% | 60.99%+6284.0pp | 196.47%+6148.5pp | 31.72%+6313.3pp |
| Employer contribution / active EE | $5,571 | $1,960+184.3% | $2,689+107.2% | $2,471+125.5% |
| Participant deferral / active EE | $4,359 | $3,265+33.5% | $4,245+2.7% | $3,740+16.5% |
| Admin fee / account holder | $58 | $6,013-99.0% | $6,643-99.1% | $5,306-98.9% |