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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 | $18,304 | $202,342-91.0% | $172,752-89.4% | $152,897-88.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.96% | 1029.83%-1009.9pp | 802.97%-783.0pp | 345.43%-325.5pp |
| Employer contribution / active EE | $1,656 | $5,858-71.7% | $5,144-67.8% | $4,764-65.2% |
| Participant deferral / active EE | $2,500 | $5,948-58.0% | $5,198-51.9% | $5,851-57.3% |
| Admin fee / account holder | $28 | $17,111-99.8% | $13,955-99.8% | $11,599-99.8% |