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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 | $29,831 | $202,342-85.3% | $172,753-82.7% | $152,909-80.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.77% | 1029.88%-1004.1pp | 803.00%-777.2pp | 345.46%-319.7pp |
| Employer contribution / active EE | $3,500 | $5,857-40.2% | $5,144-31.9% | $4,764-26.5% |
| Participant deferral / active EE | $5,150 | $5,948-13.4% | $5,198-0.9% | $5,851-12.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |