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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 | $8,869 | $81,643-89.1% | $70,462-87.4% | $158,950-94.4% |
| Participation rate | 88.2% | 77.7%+10.5pp | 75.1%+13.2pp | 82.0%+6.3pp |
| Annual return | 15.75% | 208.51%-192.8pp | 109.08%-93.3pp | 302.91%-287.2pp |
| Employer contribution / active EE | $1,430 | $3,218-55.6% | $2,737-47.8% | $4,762-70.0% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $174 | $6,194-97.2% | $3,845-95.5% | $11,248-98.5% |