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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 | $23,860 | $202,342-88.2% | $172,752-86.2% | $152,897-84.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.42% | 1029.83%-1010.4pp | 802.97%-783.6pp | 345.43%-326.0pp |
| Employer contribution / active EE | $2,226 | $5,858-62.0% | $5,144-56.7% | $4,764-53.3% |
| Participant deferral / active EE | $3,284 | $5,948-44.8% | $5,198-36.8% | $5,851-43.9% |
| Admin fee / account holder | $232 | $17,111-98.6% | $13,955-98.3% | $11,599-98.0% |