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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 | $11,833 | $110,240-89.3% | $96,544-87.7% | $139,487-91.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 57.44% | 26.41%+31.0pp | 25.88%+31.6pp | 373.84%-316.4pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,443 | $5,549-56.0% | $4,851-49.7% | $6,713-63.6% |
| Admin fee / account holder | $130 | $11,602-98.9% | $8,254-98.4% | $11,407-98.9% |