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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 | $20,256 | $198,470-89.8% | $170,444-88.1% | $147,585-86.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.42% | 257.30%-235.9pp | 205.94%-184.5pp | 578.56%-557.1pp |
| Employer contribution / active EE | $5,981 | $6,184-3.3% | $5,433+10.1% | $4,876+22.7% |
| Participant deferral / active EE | $4,973 | $5,629-11.7% | $4,939+0.7% | $5,439-8.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,885-100.0% |