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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 | $21,521 | $198,470-89.2% | $170,444-87.4% | $147,585-85.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.54% | 257.30%-243.8pp | 205.94%-192.4pp | 578.56%-565.0pp |
| Employer contribution / active EE | $6,010 | $6,184-2.8% | $5,433+10.6% | $4,876+23.2% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,885-100.0% |