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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 | $25,393 | $202,345-87.5% | $172,755-85.3% | $152,885-83.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.79% | 1029.77%-1007.0pp | 802.94%-780.1pp | 345.39%-322.6pp |
| Employer contribution / active EE | $7,789 | $5,858+33.0% | $5,144+51.4% | $4,763+63.5% |
| Participant deferral / active EE | $4,289 | $5,948-27.9% | $5,198-17.5% | $5,851-26.7% |
| Admin fee / account holder | $221 | $17,111-98.7% | $13,955-98.4% | $11,598-98.1% |