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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 | $6,344 | $56,544-88.8% | $75,501-91.6% | $70,126-91.0% |
| Participation rate | 85.7% | 68.1%+17.6pp | 72.4%+13.4pp | 69.5%+16.2pp |
| Annual return | 111.65% | 23.59%+88.1pp | 27.35%+84.3pp | 73.15%+38.5pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,953 | $2,580+92.0% | $3,142+57.6% | $3,332+48.6% |
| Admin fee / account holder | $176 | $3,827-95.4% | $5,801-97.0% | $4,645-96.2% |