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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 | $19,136 | $202,342-90.5% | $172,753-88.9% | $152,909-87.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.84% | 1029.88%-1006.0pp | 803.00%-779.2pp | 345.46%-321.6pp |
| Employer contribution / active EE | $2,790 | $5,857-52.4% | $5,144-45.8% | $4,764-41.4% |
| Participant deferral / active EE | $5,630 | $5,948-5.3% | $5,198+8.3% | $5,851-3.8% |
| Admin fee / account holder | $63 | $17,112-99.6% | $13,956-99.5% | $11,601-99.5% |