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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 | $11,636 | $202,342-94.2% | $172,752-93.3% | $152,897-92.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.01% | 1029.83%-1005.8pp | 802.97%-779.0pp | 345.43%-321.4pp |
| Employer contribution / active EE | $2,614 | $5,858-55.4% | $5,144-49.2% | $4,764-45.1% |
| Participant deferral / active EE | $2,318 | $5,948-61.0% | $5,198-55.4% | $5,851-60.4% |
| Admin fee / account holder | $4 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |