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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 | $23,767 | $198,457-88.0% | $170,435-86.1% | $147,586-83.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.99% | 257.30%-231.3pp | 205.94%-179.9pp | 578.59%-552.6pp |
| Employer contribution / active EE | $6,077 | $6,183-1.7% | $5,432+11.9% | $4,876+24.6% |
| Participant deferral / active EE | $3,819 | $5,629-32.2% | $4,939-22.7% | $5,439-29.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |