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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 | $15,427 | $165,381-90.7% | $149,730-89.7% | $158,966-90.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 411.81% | 348.29%+63.5pp | 276.70%+135.1pp | 302.95%+108.9pp |
| Employer contribution / active EE | $9,209 | $5,104+80.4% | $4,645+98.2% | $4,762+93.4% |
| Participant deferral / active EE | $9,949 | $7,182+38.5% | $6,843+45.4% | $5,983+66.3% |
| Admin fee / account holder | $69 | $10,809-99.4% | $9,310-99.3% | $11,250-99.4% |