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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 | $22,397 | $198,457-88.7% | $170,435-86.9% | $147,586-84.8% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 10.39% | 257.30%-246.9pp | 205.94%-195.5pp | 578.59%-568.2pp |
| Employer contribution / active EE | $11,120 | $6,183+79.9% | $5,432+104.7% | $4,876+128.0% |
| Participant deferral / active EE | $2,704 | $5,629-52.0% | $4,939-45.3% | $5,439-50.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |