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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 | $19,591 | $209,422-90.6% | $178,503-89.0% | $158,982-87.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.67% | 188.81%-166.1pp | 151.12%-128.4pp | 302.99%-280.3pp |
| Employer contribution / active EE | $6,033 | $5,707+5.7% | $5,011+20.4% | $4,763+26.7% |
| Participant deferral / active EE | $6,776 | $5,955+13.8% | $5,202+30.2% | $5,983+13.2% |
| Admin fee / account holder | $5 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |