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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 | $29,336 | $198,457-85.2% | $170,435-82.8% | $147,586-80.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 48.84% | 257.30%-208.5pp | 205.94%-157.1pp | 578.59%-529.8pp |
| Employer contribution / active EE | $8,225 | $6,183+33.0% | $5,432+51.4% | $4,876+68.7% |
| Participant deferral / active EE | $6,615 | $5,629+17.5% | $4,939+33.9% | $5,439+21.6% |
| Admin fee / account holder | $16 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |