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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 | $20,776 | $198,461-89.5% | $170,436-87.8% | $147,585-85.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 40.13% | 257.30%-217.2pp | 205.94%-165.8pp | 578.57%-538.4pp |
| Employer contribution / active EE | $11,604 | $6,184+87.7% | $5,433+113.6% | $4,876+138.0% |
| Participant deferral / active EE | $6,561 | $5,629+16.5% | $4,939+32.8% | $5,439+20.6% |
| Admin fee / account holder | $197 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |