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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 | $15,574 | $165,399-90.6% | $149,745-89.6% | $158,982-90.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16244.73% | 348.34%+15896.4pp | 276.72%+15968.0pp | 302.99%+15941.7pp |
| Employer contribution / active EE | $1,946 | $5,105-61.9% | $4,646-58.1% | $4,763-59.1% |
| Participant deferral / active EE | $6,165 | $7,183-14.2% | $6,843-9.9% | $5,983+3.0% |
| Admin fee / account holder | $62 | $10,811-99.4% | $9,312-99.3% | $11,252-99.5% |