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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 | $26,425 | $202,342-86.9% | $172,752-84.7% | $152,897-82.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.77% | 1029.83%-1012.1pp | 802.97%-785.2pp | 345.43%-327.7pp |
| Employer contribution / active EE | $1,651 | $5,858-71.8% | $5,144-67.9% | $4,764-65.3% |
| Participant deferral / active EE | $8,915 | $5,948+49.9% | $5,198+71.5% | $5,851+52.4% |
| Admin fee / account holder | $113 | $17,111-99.3% | $13,955-99.2% | $11,599-99.0% |