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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 | $18,585 | $176,688-89.5% | $130,660-85.8% | $152,909-87.8% |
| Participation rate | 94.4% | 79.0%+15.5pp | 71.7%+22.7pp | 82.5%+12.0pp |
| Annual return | 17.73% | 2693.08%-2675.4pp | 1709.29%-1691.6pp | 345.46%-327.7pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,782 | $4,362-13.3% | $3,603+5.0% | $5,851-35.4% |
| Admin fee / account holder | $1 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |