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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 | $30,266 | $183,978-83.5% | $162,171-81.3% | $152,885-80.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 80.76% | 150.78%-70.0pp | 115.60%-34.8pp | 345.39%-264.6pp |
| Employer contribution / active EE | $9,328 | $6,370+46.4% | $5,613+66.2% | $4,763+95.8% |
| Participant deferral / active EE | $20,342 | $8,033+153.2% | $7,297+178.8% | $5,851+247.7% |
| Admin fee / account holder | $110 | $13,122-99.2% | $10,843-99.0% | $11,598-99.1% |