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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 | $11,153 | $115,903-90.4% | $100,528-88.9% | $158,966-93.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 197.93% | 34.80%+163.1pp | 30.90%+167.0pp | 302.95%-105.0pp |
| Employer contribution / active EE | $4,899 | $4,105+19.3% | $3,419+43.3% | $4,762+2.9% |
| Participant deferral / active EE | $8,165 | $6,677+22.3% | $6,271+30.2% | $5,983+36.5% |
| Admin fee / account holder | $8 | $11,000-99.9% | $8,084-99.9% | $11,250-99.9% |