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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 | $10,932 | $202,342-94.6% | $172,753-93.7% | $152,909-92.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.97% | 1029.88%-1008.9pp | 803.00%-782.0pp | 345.46%-324.5pp |
| Employer contribution / active EE | $1,450 | $5,857-75.2% | $5,144-71.8% | $4,764-69.6% |
| Participant deferral / active EE | $4,664 | $5,948-21.6% | $5,198-10.3% | $5,851-20.3% |
| Admin fee / account holder | $107 | $17,112-99.4% | $13,956-99.2% | $11,601-99.1% |