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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 | $29,471 | $171,867-82.9% | $149,721-80.3% | $147,586-80.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 27.84% | 2113.36%-2085.5pp | 1501.67%-1473.8pp | 578.59%-550.8pp |
| Employer contribution / active EE | $6,270 | $6,275-0.1% | $5,444+15.2% | $4,876+28.6% |
| Participant deferral / active EE | $8,869 | $7,270+22.0% | $6,568+35.0% | $5,439+63.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |