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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 | $25,594 | $202,342-87.4% | $172,752-85.2% | $152,897-83.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 31.67% | 1029.83%-998.2pp | 802.97%-771.3pp | 345.43%-313.8pp |
| Employer contribution / active EE | $10,611 | $5,858+81.1% | $5,144+106.3% | $4,764+122.8% |
| Participant deferral / active EE | $5,240 | $5,948-11.9% | $5,198+0.8% | $5,851-10.4% |
| Admin fee / account holder | $13 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |