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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 | $26,575 | $202,342-86.9% | $172,752-84.6% | $152,897-82.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.92% | 1029.83%-1011.9pp | 802.97%-785.0pp | 345.43%-327.5pp |
| Employer contribution / active EE | $2,789 | $5,858-52.4% | $5,144-45.8% | $4,764-41.5% |
| Participant deferral / active EE | $3,146 | $5,948-47.1% | $5,198-39.5% | $5,851-46.2% |
| Admin fee / account holder | $46 | $17,111-99.7% | $13,955-99.7% | $11,599-99.6% |