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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 | $26,352 | $202,342-87.0% | $172,753-84.7% | $152,909-82.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.22% | 1029.88%-1004.7pp | 803.00%-777.8pp | 345.46%-320.2pp |
| Employer contribution / active EE | $1,438 | $5,857-75.5% | $5,144-72.1% | $4,764-69.8% |
| Participant deferral / active EE | $10,959 | $5,948+84.2% | $5,198+110.8% | $5,851+87.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |