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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 | $14,311 | $180,466-92.1% | $154,114-90.7% | $135,382-89.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 22.98% | 888.15%-865.2pp | 735.16%-712.2pp | 519.77%-496.8pp |
| Employer contribution / active EE | $4,713 | $6,035-21.9% | $5,298-11.0% | $4,779-1.4% |
| Participant deferral / active EE | $3,538 | $5,806-39.1% | $5,081-30.4% | $5,609-36.9% |
| Admin fee / account holder | $71 | $16,144-99.6% | $13,411-99.5% | $10,829-99.3% |