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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 | $22,120 | $136,307-83.8% | $106,619-79.3% | $273,972-91.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 226.58% | 11.05%+215.5pp | 9.42%+217.2pp | 41.46%+185.1pp |
| Employer contribution / active EE | $9,847 | $5,190+89.7% | $3,947+149.5% | $4,869+102.3% |
| Participant deferral / active EE | $11,950 | $4,969+140.5% | $3,930+204.1% | $5,287+126.0% |
| Admin fee / account holder | $139 | $8,625-98.4% | $6,418-97.8% | $10,133-98.6% |