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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 | $17,651 | $202,342-91.3% | $172,752-89.8% | $152,897-88.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.85% | 1029.83%-1004.0pp | 802.97%-777.1pp | 345.43%-319.6pp |
| Employer contribution / active EE | $1,505 | $5,858-74.3% | $5,144-70.7% | $4,764-68.4% |
| Participant deferral / active EE | $4,423 | $5,948-25.6% | $5,198-14.9% | $5,851-24.4% |
| Admin fee / account holder | $76 | $17,111-99.6% | $13,955-99.5% | $11,599-99.3% |