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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 | $11,569 | $202,342-94.3% | $172,753-93.3% | $152,909-92.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.95% | 1029.88%-1001.9pp | 803.00%-775.0pp | 345.46%-317.5pp |
| Employer contribution / active EE | $2,988 | $5,857-49.0% | $5,144-41.9% | $4,764-37.3% |
| Participant deferral / active EE | $7,611 | $5,948+28.0% | $5,198+46.4% | $5,851+30.1% |
| Admin fee / account holder | $78 | $17,112-99.5% | $13,956-99.4% | $11,601-99.3% |