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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 | $23,970 | $202,342-88.2% | $172,752-86.1% | $152,897-84.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.06% | 1029.83%-1015.8pp | 802.97%-788.9pp | 345.43%-331.4pp |
| Employer contribution / active EE | $7,931 | $5,858+35.4% | $5,144+54.2% | $4,764+66.5% |
| Participant deferral / active EE | $3,634 | $5,948-38.9% | $5,198-30.1% | $5,851-37.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |