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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 | $19,307 | $150,447-87.2% | $136,298-85.8% | $147,586-86.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.13% | 1049.15%-1027.0pp | 5156.27%-5134.1pp | 578.59%-556.5pp |
| Employer contribution / active EE | $1,338 | $5,256-74.5% | $4,696-71.5% | $4,876-72.6% |
| Participant deferral / active EE | $10,226 | $6,631+54.2% | $6,247+63.7% | $5,439+88.0% |
| Admin fee / account holder | $243 | $10,906-97.8% | $9,244-97.4% | $10,886-97.8% |