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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 | $30,425 | $202,345-85.0% | $172,755-82.4% | $152,885-80.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 37.24% | 1029.77%-992.5pp | 802.94%-765.7pp | 345.39%-308.2pp |
| Employer contribution / active EE | $2,831 | $5,858-51.7% | $5,144-45.0% | $4,763-40.6% |
| Participant deferral / active EE | $11,763 | $5,948+97.8% | $5,198+126.3% | $5,851+101.0% |
| Admin fee / account holder | $107 | $17,111-99.4% | $13,955-99.2% | $11,598-99.1% |