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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 | $26,680 | $202,345-86.8% | $172,755-84.6% | $152,885-82.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.65% | 1029.77%-1001.1pp | 802.94%-774.3pp | 345.39%-316.7pp |
| Employer contribution / active EE | $4,057 | $5,858-30.7% | $5,144-21.1% | $4,763-14.8% |
| Participant deferral / active EE | $3,892 | $5,948-34.6% | $5,198-25.1% | $5,851-33.5% |
| Admin fee / account holder | $229 | $17,111-98.7% | $13,955-98.4% | $11,598-98.0% |