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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 | $16,788 | $202,326-91.7% | $172,745-90.3% | $152,870-89.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 40.00% | 1029.72%-989.7pp | 802.90%-762.9pp | 345.34%-305.3pp |
| Employer contribution / active EE | $8,184 | $5,858+39.7% | $5,144+59.1% | $4,763+71.8% |
| Participant deferral / active EE | $5,957 | $5,948+0.2% | $5,197+14.6% | $5,850+1.8% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |