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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 | $25,729 | $202,345-87.3% | $172,755-85.1% | $152,885-83.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.18% | 1029.77%-1014.6pp | 802.94%-787.8pp | 345.39%-330.2pp |
| Employer contribution / active EE | $6,370 | $5,858+8.7% | $5,144+23.8% | $4,763+33.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |