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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 | $15,226 | $202,342-92.5% | $172,752-91.2% | $152,897-90.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.05% | 1029.83%-1009.8pp | 802.97%-782.9pp | 345.43%-325.4pp |
| Employer contribution / active EE | $4,288 | $5,858-26.8% | $5,144-16.6% | $4,764-10.0% |
| Participant deferral / active EE | $4,204 | $5,948-29.3% | $5,198-19.1% | $5,851-28.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |