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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 | $22,762 | $202,345-88.8% | $172,755-86.8% | $152,885-85.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.11% | 1029.77%-1004.7pp | 802.94%-777.8pp | 345.39%-320.3pp |
| Employer contribution / active EE | $1,391 | $5,858-76.3% | $5,144-73.0% | $4,763-70.8% |
| Participant deferral / active EE | $3,699 | $5,948-37.8% | $5,198-28.8% | $5,851-36.8% |
| Admin fee / account holder | $148 | $17,111-99.1% | $13,955-98.9% | $11,598-98.7% |