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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 | $27,641 | $202,342-86.3% | $172,753-84.0% | $152,909-81.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.54% | 1029.88%-1011.3pp | 803.00%-784.5pp | 345.46%-326.9pp |
| Employer contribution / active EE | $2,567 | $5,857-56.2% | $5,144-50.1% | $4,764-46.1% |
| Participant deferral / active EE | $3,400 | $5,948-42.8% | $5,198-34.6% | $5,851-41.9% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |