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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 | $21,090 | $202,342-89.6% | $172,753-87.8% | $152,909-86.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.92% | 1029.88%-1009.0pp | 803.00%-782.1pp | 345.46%-324.5pp |
| Employer contribution / active EE | $1,285 | $5,857-78.1% | $5,144-75.0% | $4,764-73.0% |
| Participant deferral / active EE | $3,369 | $5,948-43.4% | $5,198-35.2% | $5,851-42.4% |
| Admin fee / account holder | $53 | $17,112-99.7% | $13,956-99.6% | $11,601-99.5% |