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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 | $20,535 | $202,342-89.9% | $172,752-88.1% | $152,897-86.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.48% | 1029.83%-1007.3pp | 802.97%-780.5pp | 345.43%-323.0pp |
| Employer contribution / active EE | $4,917 | $5,858-16.1% | $5,144-4.4% | $4,764+3.2% |
| Participant deferral / active EE | $4,799 | $5,948-19.3% | $5,198-7.7% | $5,851-18.0% |
| Admin fee / account holder | $14 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |