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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 | $19,427 | $201,372-90.4% | $184,260-89.5% | $145,884-86.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 29.04%-29.0pp | 28.84%-28.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $9,179 | $7,024+30.7% | $6,427+42.8% | $4,662+96.9% |
| Participant deferral / active EE | $9,979 | $9,808+1.7% | $9,133+9.3% | $6,690+49.2% |
| Admin fee / account holder | $19 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |