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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 | $12,085 | $175,257-93.1% | $149,717-91.9% | $139,456-91.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.21% | 166.70%-154.5pp | 134.41%-122.2pp | 373.45%-361.2pp |
| Employer contribution / active EE | $5,339 | $5,477-2.5% | $4,820+10.8% | $4,753+12.3% |
| Participant deferral / active EE | $6,059 | $6,521-7.1% | $5,682+6.6% | $6,711-9.7% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |