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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 | $14,633 | $115,814-87.4% | $101,275-85.6% | $158,982-90.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 194.62% | 56.16%+138.5pp | 46.48%+148.1pp | 302.99%-108.4pp |
| Employer contribution / active EE | $4,856 | $4,176+16.3% | $3,660+32.7% | $4,763+1.9% |
| Participant deferral / active EE | $6,930 | $4,958+39.8% | $4,371+58.6% | $5,983+15.8% |
| Admin fee / account holder | $181 | $7,249-97.5% | $5,948-97.0% | $11,252-98.4% |