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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 | $11,648 | $176,077-93.4% | $159,455-92.7% | $167,518-93.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 43.66% | 331.83%-288.2pp | 263.63%-220.0pp | 478.71%-435.0pp |
| Employer contribution / active EE | $5,339 | $5,298+0.8% | $4,830+10.5% | $4,838+10.3% |
| Participant deferral / active EE | $12,619 | $7,751+62.8% | $7,353+71.6% | $6,342+99.0% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |