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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 | $15,146 | $202,342-92.5% | $172,752-91.2% | $152,897-90.1% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 25.54% | 1029.83%-1004.3pp | 802.97%-777.4pp | 345.43%-319.9pp |
| Employer contribution / active EE | $6,056 | $5,858+3.4% | $5,144+17.7% | $4,764+27.1% |
| Participant deferral / active EE | $2,932 | $5,948-50.7% | $5,198-43.6% | $5,851-49.9% |
| Admin fee / account holder | $62 | $17,111-99.6% | $13,955-99.6% | $11,599-99.5% |