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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 | $28,292 | $202,342-86.0% | $172,752-83.6% | $152,897-81.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.38% | 1029.83%-1003.4pp | 802.97%-776.6pp | 345.43%-319.0pp |
| Employer contribution / active EE | $3,657 | $5,858-37.6% | $5,144-28.9% | $4,764-23.2% |
| Participant deferral / active EE | $6,046 | $5,948+1.6% | $5,198+16.3% | $5,851+3.3% |
| Admin fee / account holder | $30 | $17,111-99.8% | $13,955-99.8% | $11,599-99.7% |