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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 | $29,487 | $183,978-84.0% | $162,171-81.8% | $152,885-80.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 239.22% | 150.78%+88.4pp | 115.60%+123.6pp | 345.39%-106.2pp |
| Employer contribution / active EE | $10,452 | $6,370+64.1% | $5,613+86.2% | $4,763+119.4% |
| Participant deferral / active EE | $14,565 | $8,033+81.3% | $7,297+99.6% | $5,851+148.9% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |