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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 | $13,700 | $209,888-93.5% | $189,545-92.8% | $167,553-91.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.89% | 748.66%-726.8pp | 555.36%-533.5pp | 478.89%-457.0pp |
| Employer contribution / active EE | $1,703 | $6,915-75.4% | $6,162-72.4% | $4,840-64.8% |
| Participant deferral / active EE | $10,515 | $8,934+17.7% | $8,220+27.9% | $6,343+65.8% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |