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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 | $17,167 | $202,342-91.5% | $172,753-90.1% | $152,909-88.8% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 40.97% | 1029.88%-988.9pp | 803.00%-762.0pp | 345.46%-304.5pp |
| Employer contribution / active EE | $6,016 | $5,857+2.7% | $5,144+16.9% | $4,764+26.3% |
| Participant deferral / active EE | $5,105 | $5,948-14.2% | $5,198-1.8% | $5,851-12.7% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |