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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 | $17,853 | $202,342-91.2% | $172,752-89.7% | $152,897-88.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.96% | 1029.83%-1010.9pp | 802.97%-784.0pp | 345.43%-326.5pp |
| Employer contribution / active EE | $2,303 | $5,858-60.7% | $5,144-55.2% | $4,764-51.6% |
| Participant deferral / active EE | $2,833 | $5,948-52.4% | $5,198-45.5% | $5,851-51.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |