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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 | $23,251 | $202,342-88.5% | $172,752-86.5% | $152,897-84.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.19% | 1029.83%-1016.6pp | 802.97%-789.8pp | 345.43%-332.2pp |
| Employer contribution / active EE | $12,786 | $5,858+118.3% | $5,144+148.6% | $4,764+168.4% |
| Participant deferral / active EE | $8,813 | $5,948+48.2% | $5,198+69.5% | $5,851+50.6% |
| Admin fee / account holder | $107 | $17,111-99.4% | $13,955-99.2% | $11,599-99.1% |