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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 | $17,852 | $150,447-88.1% | $136,298-86.9% | $147,586-87.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.40% | 1049.15%-1028.8pp | 5156.27%-5135.9pp | 578.59%-558.2pp |
| Employer contribution / active EE | $9,167 | $5,256+74.4% | $4,696+95.2% | $4,876+88.0% |
| Participant deferral / active EE | $6,699 | $6,631+1.0% | $6,247+7.2% | $5,439+23.2% |
| Admin fee / account holder | $137 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |