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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 | $5,093 | $115,810-95.6% | $101,271-95.0% | $158,966-96.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 18.15% | 56.15%-38.0pp | 46.48%-28.3pp | 302.95%-284.8pp |
| Employer contribution / active EE | $6,589 | $4,175+57.8% | $3,660+80.0% | $4,762+38.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $36 | $7,248-99.5% | $5,948-99.4% | $11,250-99.7% |