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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 | $20,916 | $209,422-90.0% | $178,503-88.3% | $158,982-86.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 32.73% | 188.81%-156.1pp | 151.12%-118.4pp | 302.99%-270.3pp |
| Employer contribution / active EE | $2,777 | $5,707-51.3% | $5,011-44.6% | $4,763-41.7% |
| Participant deferral / active EE | $10,068 | $5,955+69.1% | $5,202+93.5% | $5,983+68.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |