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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 | $27,146 | $202,342-86.6% | $172,752-84.3% | $152,897-82.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.30% | 1029.83%-1010.5pp | 802.97%-783.7pp | 345.43%-326.1pp |
| Employer contribution / active EE | $1,468 | $5,858-74.9% | $5,144-71.5% | $4,764-69.2% |
| Participant deferral / active EE | $3,707 | $5,948-37.7% | $5,198-28.7% | $5,851-36.6% |
| Admin fee / account holder | $192 | $17,111-98.9% | $13,955-98.6% | $11,599-98.3% |