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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 | $30,902 | $184,000-83.2% | $162,185-80.9% | $152,909-79.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.43% | 150.80%-131.4pp | 115.61%-96.2pp | 345.46%-326.0pp |
| Employer contribution / active EE | $8,954 | $6,370+40.6% | $5,613+59.5% | $4,764+87.9% |
| Participant deferral / active EE | $4,334 | $8,033-46.0% | $7,297-40.6% | $5,851-25.9% |
| Admin fee / account holder | $173 | $13,124-98.7% | $10,844-98.4% | $11,601-98.5% |