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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 | $13,930 | $202,342-93.1% | $172,752-91.9% | $152,897-90.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.21% | 1029.83%-1004.6pp | 802.97%-777.8pp | 345.43%-320.2pp |
| Employer contribution / active EE | $1,404 | $5,858-76.0% | $5,144-72.7% | $4,764-70.5% |
| Participant deferral / active EE | $10,858 | $5,948+82.5% | $5,198+108.9% | $5,851+85.6% |
| Admin fee / account holder | $11 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |