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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 | $30,844 | $202,342-84.8% | $172,752-82.1% | $152,897-79.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.69% | 1029.83%-1013.1pp | 802.97%-786.3pp | 345.43%-328.7pp |
| Employer contribution / active EE | $4,597 | $5,858-21.5% | $5,144-10.6% | $4,764-3.5% |
| Participant deferral / active EE | $6,776 | $5,948+13.9% | $5,198+30.4% | $5,851+15.8% |
| Admin fee / account holder | $4 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |