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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 | $19,794 | $202,345-90.2% | $172,755-88.5% | $152,885-87.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 65.55% | 1029.77%-964.2pp | 802.94%-737.4pp | 345.39%-279.8pp |
| Employer contribution / active EE | $6,166 | $5,858+5.3% | $5,144+19.9% | $4,763+29.5% |
| Participant deferral / active EE | $8,416 | $5,948+41.5% | $5,198+61.9% | $5,851+43.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |