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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 | $14,601 | $160,028-90.9% | $147,080-90.1% | $145,884-90.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 115.22% | 98.60%+16.6pp | 420.17%-304.9pp | 551.85%-436.6pp |
| Employer contribution / active EE | $6,590 | $5,286+24.7% | $4,933+33.6% | $4,662+41.3% |
| Participant deferral / active EE | $10,338 | $8,422+22.8% | $8,066+28.2% | $6,690+54.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |