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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 | $28,267 | $202,342-86.0% | $172,752-83.6% | $152,897-81.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.35% | 1029.83%-1014.5pp | 802.97%-787.6pp | 345.43%-330.1pp |
| Employer contribution / active EE | $4,574 | $5,858-21.9% | $5,144-11.1% | $4,764-4.0% |
| Participant deferral / active EE | $7,702 | $5,948+29.5% | $5,198+48.2% | $5,851+31.6% |
| Admin fee / account holder | $189 | $17,111-98.9% | $13,955-98.6% | $11,599-98.4% |