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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 | $17,020 | $202,342-91.6% | $172,753-90.1% | $152,909-88.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.85% | 1029.88%-1002.0pp | 803.00%-775.2pp | 345.46%-317.6pp |
| Employer contribution / active EE | $1,554 | $5,857-73.5% | $5,144-69.8% | $4,764-67.4% |
| Participant deferral / active EE | $7,855 | $5,948+32.1% | $5,198+51.1% | $5,851+34.2% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |