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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 | $6,498 | $148,582-95.6% | $135,942-95.2% | $139,456-95.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 42.11% | 79.26%-37.1pp | 68.28%-26.2pp | 373.45%-331.3pp |
| Employer contribution / active EE | $6,165 | $5,245+17.5% | $4,858+26.9% | $4,753+29.7% |
| Participant deferral / active EE | $8,377 | $8,101+3.4% | $7,759+8.0% | $6,711+24.8% |
| Admin fee / account holder | $17 | $12,402-99.9% | $10,764-99.8% | $11,407-99.9% |