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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 | $24,472 | $209,874-88.3% | $189,537-87.1% | $167,536-85.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 29.90% | 748.61%-718.7pp | 555.34%-525.4pp | 478.82%-448.9pp |
| Employer contribution / active EE | $2,914 | $6,913-57.8% | $6,161-52.7% | $4,839-39.8% |
| Participant deferral / active EE | $6,179 | $8,934-30.8% | $8,220-24.8% | $6,342-2.6% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |