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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 | $20,841 | $202,342-89.7% | $172,753-87.9% | $152,909-86.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.33% | 1029.88%-1012.5pp | 803.00%-785.7pp | 345.46%-328.1pp |
| Employer contribution / active EE | $1,570 | $5,857-73.2% | $5,144-69.5% | $4,764-67.1% |
| Participant deferral / active EE | $5,592 | $5,948-6.0% | $5,198+7.6% | $5,851-4.4% |
| Admin fee / account holder | $22 | $17,112-99.9% | $13,956-99.8% | $11,601-99.8% |