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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 | $10,142 | $202,342-95.0% | $172,752-94.1% | $152,897-93.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 34.81% | 1029.83%-995.0pp | 802.97%-768.2pp | 345.43%-310.6pp |
| Employer contribution / active EE | $2,185 | $5,858-62.7% | $5,144-57.5% | $4,764-54.1% |
| Participant deferral / active EE | $3,205 | $5,948-46.1% | $5,198-38.3% | $5,851-45.2% |
| Admin fee / account holder | $101 | $17,111-99.4% | $13,955-99.3% | $11,599-99.1% |