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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 | $17,622 | $176,688-90.0% | $130,660-86.5% | $152,885-88.5% |
| Participation rate | 95.0% | 79.0%+16.0pp | 71.7%+23.3pp | 82.5%+12.5pp |
| Annual return | 19.25% | 2693.08%-2673.8pp | 1709.29%-1690.0pp | 345.39%-326.1pp |
| Employer contribution / active EE | $3,106 | $5,743-45.9% | $4,092-24.1% | $4,763-34.8% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $219 | $7,131-96.9% | $5,463-96.0% | $11,598-98.1% |