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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 | $13,757 | $202,342-93.2% | $172,752-92.0% | $152,897-91.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 32.60% | 1029.83%-997.2pp | 802.97%-770.4pp | 345.43%-312.8pp |
| Employer contribution / active EE | $1,813 | $5,858-69.0% | $5,144-64.8% | $4,764-61.9% |
| Participant deferral / active EE | $6,554 | $5,948+10.2% | $5,198+26.1% | $5,851+12.0% |
| Admin fee / account holder | $210 | $17,111-98.8% | $13,955-98.5% | $11,599-98.2% |