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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 | $22,506 | $202,345-88.9% | $172,755-87.0% | $152,885-85.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.40% | 1029.77%-1009.4pp | 802.94%-782.5pp | 345.39%-325.0pp |
| Employer contribution / active EE | $6,993 | $5,858+19.4% | $5,144+35.9% | $4,763+46.8% |
| Participant deferral / active EE | $4,821 | $5,948-19.0% | $5,198-7.3% | $5,851-17.6% |
| Admin fee / account holder | $13 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |