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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 | $31,833 | $183,988-82.7% | $162,177-80.4% | $152,897-79.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 32.45% | 150.79%-118.3pp | 115.60%-83.2pp | 345.43%-313.0pp |
| Employer contribution / active EE | $4,360 | $6,370-31.6% | $5,613-22.3% | $4,764-8.5% |
| Participant deferral / active EE | $17,300 | $8,032+115.4% | $7,297+137.1% | $5,851+195.7% |
| Admin fee / account holder | $25 | $13,123-99.8% | $10,843-99.8% | $11,599-99.8% |