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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 | $17,248 | $96,558-82.1% | $80,977-78.7% | $273,972-93.7% |
| Participation rate | 94.4% | 79.1%+15.4pp | 75.8%+18.6pp | 83.0%+11.4pp |
| Annual return | 1251.58% | 15.14%+1236.4pp | 17.11%+1234.5pp | 41.46%+1210.1pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,219 | $6,598-36.1% | $5,696-25.9% | $5,287-20.2% |
| Admin fee / account holder | $91 | $7,493-98.8% | $5,517-98.4% | $10,133-99.1% |