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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 | $28,171 | $209,874-86.6% | $189,537-85.1% | $167,536-83.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.41% | 748.61%-732.2pp | 555.34%-538.9pp | 478.82%-462.4pp |
| Employer contribution / active EE | $8,607 | $6,913+24.5% | $6,161+39.7% | $4,839+77.9% |
| Participant deferral / active EE | $9,394 | $8,934+5.2% | $8,220+14.3% | $6,342+48.1% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |