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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 | $21,219 | $202,342-89.5% | $172,753-87.7% | $152,909-86.1% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 18.12% | 1029.88%-1011.8pp | 803.00%-784.9pp | 345.46%-327.3pp |
| Employer contribution / active EE | $2,442 | $5,857-58.3% | $5,144-52.5% | $4,764-48.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $186 | $17,112-98.9% | $13,956-98.7% | $11,601-98.4% |