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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 | $23,596 | $202,342-88.3% | $172,753-86.3% | $152,909-84.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.08% | 1029.88%-1007.8pp | 803.00%-780.9pp | 345.46%-323.4pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,000 | $5,948-15.9% | $5,198-3.8% | $5,851-14.5% |
| Admin fee / account holder | $76 | $17,112-99.6% | $13,956-99.5% | $11,601-99.3% |