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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 | $22,458 | $183,988-87.8% | $162,177-86.2% | $152,897-85.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 40.91% | 150.79%-109.9pp | 115.60%-74.7pp | 345.43%-304.5pp |
| Employer contribution / active EE | $3,393 | $6,370-46.7% | $5,613-39.6% | $4,764-28.8% |
| Participant deferral / active EE | $9,071 | $8,032+12.9% | $7,297+24.3% | $5,851+55.0% |
| Admin fee / account holder | $129 | $13,123-99.0% | $10,843-98.8% | $11,599-98.9% |