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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 | $32,688 | $183,978-82.2% | $162,171-79.8% | $152,885-78.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 42.18% | 150.78%-108.6pp | 115.60%-73.4pp | 345.39%-303.2pp |
| Employer contribution / active EE | $20,174 | $6,370+216.7% | $5,613+259.4% | $4,763+323.5% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $127 | $13,122-99.0% | $10,843-98.8% | $11,598-98.9% |