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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 | $20,976 | $226,135-90.7% | $182,558-88.5% | $152,909-86.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 226.92% | 192.60%+34.3pp | 148.59%+78.3pp | 345.46%-118.5pp |
| Employer contribution / active EE | $983 | $4,979-80.3% | $4,076-75.9% | $4,764-79.4% |
| Participant deferral / active EE | $6,542 | $6,371+2.7% | $5,526+18.4% | $5,851+11.8% |
| Admin fee / account holder | $276 | $10,707-97.4% | $8,594-96.8% | $11,601-97.6% |