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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 | $22,607 | $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 | 33.50% | 1029.88%-996.4pp | 803.00%-769.5pp | 345.46%-312.0pp |
| Employer contribution / active EE | $2,188 | $5,857-62.6% | $5,144-57.5% | $4,764-54.1% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.9% | $5,851+8.2% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |