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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 | $26,853 | $184,000-85.4% | $162,185-83.4% | $152,909-82.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.71% | 150.80%-132.1pp | 115.61%-96.9pp | 345.46%-326.8pp |
| Employer contribution / active EE | $14,253 | $6,370+123.7% | $5,613+153.9% | $4,764+199.2% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $267 | $13,124-98.0% | $10,844-97.5% | $11,601-97.7% |