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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 | $22,605 | $202,342-88.8% | $172,753-86.9% | $152,909-85.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 752.80% | 1029.88%-277.1pp | 803.00%-50.2pp | 345.46%+407.3pp |
| Employer contribution / active EE | $1,929 | $5,857-67.1% | $5,144-62.5% | $4,764-59.5% |
| Participant deferral / active EE | $2,390 | $5,948-59.8% | $5,198-54.0% | $5,851-59.2% |
| Admin fee / account holder | $43 | $17,112-99.7% | $13,956-99.7% | $11,601-99.6% |