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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 | $13,845 | $202,342-93.2% | $172,752-92.0% | $152,897-90.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.22% | 1029.83%-1009.6pp | 802.97%-782.8pp | 345.43%-325.2pp |
| Employer contribution / active EE | $4,771 | $5,858-18.6% | $5,144-7.3% | $4,764+0.2% |
| Participant deferral / active EE | $4,410 | $5,948-25.9% | $5,198-15.1% | $5,851-24.6% |
| Admin fee / account holder | $205 | $17,111-98.8% | $13,955-98.5% | $11,599-98.2% |