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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 | $25,421 | $202,342-87.4% | $172,752-85.3% | $152,897-83.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.05% | 1029.83%-1007.8pp | 802.97%-780.9pp | 345.43%-323.4pp |
| Employer contribution / active EE | $2,792 | $5,858-52.3% | $5,144-45.7% | $4,764-41.4% |
| Participant deferral / active EE | $5,366 | $5,948-9.8% | $5,198+3.2% | $5,851-8.3% |
| Admin fee / account holder | $107 | $17,111-99.4% | $13,955-99.2% | $11,599-99.1% |