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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 | $12,505 | $175,259-92.9% | $149,723-91.6% | $139,487-91.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 259.02% | 166.82%+92.2pp | 134.50%+124.5pp | 373.84%-114.8pp |
| Employer contribution / active EE | $6,009 | $5,478+9.7% | $4,821+24.6% | $4,755+26.4% |
| Participant deferral / active EE | $5,823 | $6,522-10.7% | $5,682+2.5% | $6,713-13.2% |
| Admin fee / account holder | $11 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |