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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 | $13,358 | $166,242-92.0% | $165,071-91.9% | $145,884-90.8% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 9.83% | 100.44%-90.6pp | 70.17%-60.3pp | 551.85%-542.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,538 | $6,964-63.6% | $6,035-57.9% | $6,690-62.1% |
| Admin fee / account holder | $253 | $16,658-98.5% | $12,695-98.0% | $13,392-98.1% |