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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 | $15,782 | $63,346-75.1% | $92,240-82.9% | $70,126-77.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.45% | 530.19%-516.7pp | 176.29%-162.8pp | 73.15%-59.7pp |
| Employer contribution / active EE | $4,092 | $2,471+65.6% | $3,680+11.2% | $2,343+74.7% |
| Participant deferral / active EE | $6,635 | $2,854+132.5% | $3,897+70.2% | $3,332+99.1% |
| Admin fee / account holder | $101 | $3,841-97.4% | $5,194-98.1% | $4,645-97.8% |