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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 | $26,811 | $202,342-86.7% | $172,752-84.5% | $152,897-82.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.62% | 1029.83%-1001.2pp | 802.97%-774.3pp | 345.43%-316.8pp |
| Employer contribution / active EE | $2,174 | $5,858-62.9% | $5,144-57.7% | $4,764-54.4% |
| Participant deferral / active EE | $9,453 | $5,948+58.9% | $5,198+81.9% | $5,851+61.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |