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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 | $16,341 | $78,682-79.2% | $109,188-85.0% | $85,851-81.0% |
| Participation rate | 97.5% | 68.3%+29.2pp | 75.9%+21.6pp | 69.3%+28.2pp |
| Annual return | 365.51% | 25.09%+340.4pp | 25.76%+339.7pp | 318.63%+46.9pp |
| Employer contribution / active EE | $5,919 | $2,734+116.5% | $3,723+59.0% | $2,565+130.7% |
| Participant deferral / active EE | $4,145 | $3,468+19.5% | $4,654-10.9% | $3,952+4.9% |
| Admin fee / account holder | $180 | $5,470-96.7% | $6,755-97.3% | $6,261-97.1% |