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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 | $18,802 | $183,988-89.8% | $162,177-88.4% | $152,897-87.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.64% | 150.79%-124.1pp | 115.60%-89.0pp | 345.43%-318.8pp |
| Employer contribution / active EE | $4,965 | $6,370-22.1% | $5,613-11.5% | $4,764+4.2% |
| Participant deferral / active EE | $4,867 | $8,032-39.4% | $7,297-33.3% | $5,851-16.8% |
| Admin fee / account holder | $23 | $13,123-99.8% | $10,843-99.8% | $11,599-99.8% |