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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 | $12,762 | $171,867-92.6% | $149,721-91.5% | $147,586-91.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.82% | 2113.36%-2100.5pp | 1501.67%-1488.8pp | 578.59%-565.8pp |
| Employer contribution / active EE | $4,238 | $6,275-32.5% | $5,444-22.2% | $4,876-13.1% |
| Participant deferral / active EE | $3,053 | $7,270-58.0% | $6,568-53.5% | $5,439-43.9% |
| Admin fee / account holder | $43 | $13,799-99.7% | $11,282-99.6% | $10,886-99.6% |