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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 | $33,065 | $171,867-80.8% | $149,721-77.9% | $147,586-77.6% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 2227.82% | 2113.36%+114.5pp | 1501.67%+726.1pp | 578.59%+1649.2pp |
| Employer contribution / active EE | $5,420 | $6,275-13.6% | $5,444-0.4% | $4,876+11.1% |
| Participant deferral / active EE | $16,178 | $7,270+122.5% | $6,568+146.3% | $5,439+197.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |