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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 | $17,438 | $202,342-91.4% | $172,753-89.9% | $152,909-88.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.32% | 1029.88%-1007.6pp | 803.00%-780.7pp | 345.46%-323.1pp |
| Employer contribution / active EE | $3,663 | $5,857-37.5% | $5,144-28.8% | $4,764-23.1% |
| Participant deferral / active EE | $4,222 | $5,948-29.0% | $5,198-18.8% | $5,851-27.8% |
| Admin fee / account holder | $24 | $17,112-99.9% | $13,956-99.8% | $11,601-99.8% |