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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 | $17,385 | $226,135-92.3% | $182,558-90.5% | $152,909-88.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 37.09% | 192.60%-155.5pp | 148.59%-111.5pp | 345.46%-308.4pp |
| Employer contribution / active EE | $1,514 | $4,979-69.6% | $4,076-62.9% | $4,764-68.2% |
| Participant deferral / active EE | $7,047 | $6,371+10.6% | $5,526+27.5% | $5,851+20.4% |
| Admin fee / account holder | $258 | $10,707-97.6% | $8,594-97.0% | $11,601-97.8% |