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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 | $29,137 | $171,867-83.0% | $149,721-80.5% | $147,586-80.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.33% | 2113.36%-2092.0pp | 1501.67%-1480.3pp | 578.59%-557.3pp |
| Employer contribution / active EE | $1,906 | $6,275-69.6% | $5,444-65.0% | $4,876-60.9% |
| Participant deferral / active EE | $7,400 | $7,270+1.8% | $6,568+12.7% | $5,439+36.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |