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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 | $32,238 | $183,968-82.5% | $162,166-80.1% | $152,870-78.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.47% | 150.77%-122.3pp | 115.59%-87.1pp | 345.34%-316.9pp |
| Employer contribution / active EE | $2,400 | $6,371-62.3% | $5,614-57.2% | $4,763-49.6% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,842-99.8% | $11,597-99.8% |