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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 | $15,224 | $198,457-92.3% | $170,435-91.1% | $147,586-89.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 206.87% | 257.30%-50.4pp | 205.94%+0.9pp | 578.59%-371.7pp |
| Employer contribution / active EE | $6,250 | $6,183+1.1% | $5,432+15.1% | $4,876+28.2% |
| Participant deferral / active EE | $6,390 | $5,629+13.5% | $4,939+29.4% | $5,439+17.5% |
| Admin fee / account holder | $69 | $16,852-99.6% | $13,881-99.5% | $10,886-99.4% |