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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 | $14,973 | $202,342-92.6% | $172,752-91.3% | $152,897-90.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.79% | 1029.83%-1011.0pp | 802.97%-784.2pp | 345.43%-326.6pp |
| Employer contribution / active EE | $4,247 | $5,858-27.5% | $5,144-17.4% | $4,764-10.8% |
| Participant deferral / active EE | $5,005 | $5,948-15.9% | $5,198-3.7% | $5,851-14.5% |
| Admin fee / account holder | $162 | $17,111-99.1% | $13,955-98.8% | $11,599-98.6% |