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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 | $22,856 | $202,342-88.7% | $172,752-86.8% | $152,897-85.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.09% | 1029.83%-1007.7pp | 802.97%-780.9pp | 345.43%-323.3pp |
| Employer contribution / active EE | $1,960 | $5,858-66.5% | $5,144-61.9% | $4,764-58.9% |
| Participant deferral / active EE | $3,700 | $5,948-37.8% | $5,198-28.8% | $5,851-36.8% |
| Admin fee / account holder | $15 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |