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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 | $25,382 | $202,342-87.5% | $172,753-85.3% | $152,909-83.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.26% | 1029.88%-1004.6pp | 803.00%-777.7pp | 345.46%-320.2pp |
| Employer contribution / active EE | $2,605 | $5,857-55.5% | $5,144-49.4% | $4,764-45.3% |
| Participant deferral / active EE | $6,190 | $5,948+4.1% | $5,198+19.1% | $5,851+5.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |