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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 | $13,672 | $209,425-93.5% | $178,499-92.3% | $158,966-91.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 60.59% | 188.80%-128.2pp | 151.10%-90.5pp | 302.95%-242.4pp |
| Employer contribution / active EE | $1,567 | $5,707-72.5% | $5,011-68.7% | $4,762-67.1% |
| Participant deferral / active EE | $7,492 | $5,955+25.8% | $5,202+44.0% | $5,983+25.2% |
| Admin fee / account holder | $63 | $17,078-99.6% | $13,986-99.6% | $11,250-99.4% |