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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 | $8,637 | $209,425-95.9% | $178,499-95.2% | $158,966-94.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 227.55% | 188.80%+38.8pp | 151.10%+76.4pp | 302.95%-75.4pp |
| Employer contribution / active EE | $4,383 | $5,707-23.2% | $5,011-12.5% | $4,762-8.0% |
| Participant deferral / active EE | $5,098 | $5,955-14.4% | $5,202-2.0% | $5,983-14.8% |
| Admin fee / account holder | $31 | $17,078-99.8% | $13,986-99.8% | $11,250-99.7% |