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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 | $17,478 | $209,847-91.7% | $189,520-90.8% | $167,518-89.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 32.29% | 748.45%-716.2pp | 555.25%-523.0pp | 478.71%-446.4pp |
| Employer contribution / active EE | $1,718 | $6,913-75.2% | $6,161-72.1% | $4,838-64.5% |
| Participant deferral / active EE | $5,038 | $8,934-43.6% | $8,220-38.7% | $6,342-20.6% |
| Admin fee / account holder | $230 | $14,295-98.4% | $12,046-98.1% | $12,312-98.1% |