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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 | $19,928 | $202,345-90.2% | $172,755-88.5% | $152,885-87.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.03% | 1029.77%-1006.7pp | 802.94%-779.9pp | 345.39%-322.4pp |
| Employer contribution / active EE | $1,439 | $5,858-75.4% | $5,144-72.0% | $4,763-69.8% |
| Participant deferral / active EE | $7,662 | $5,948+28.8% | $5,198+47.4% | $5,851+31.0% |
| Admin fee / account holder | $147 | $17,111-99.1% | $13,955-98.9% | $11,598-98.7% |