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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 | $12,684 | $202,342-93.7% | $172,753-92.7% | $152,909-91.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.66% | 1029.88%-1004.2pp | 803.00%-777.3pp | 345.46%-319.8pp |
| Employer contribution / active EE | $2,829 | $5,857-51.7% | $5,144-45.0% | $4,764-40.6% |
| Participant deferral / active EE | $9,758 | $5,948+64.0% | $5,198+87.7% | $5,851+66.8% |
| Admin fee / account holder | $20 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |