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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 | $15,173 | $176,688-91.4% | $130,660-88.4% | $152,909-90.1% |
| Participation rate | 85.7% | 79.0%+6.7pp | 71.7%+14.0pp | 82.5%+3.3pp |
| Annual return | 20.06% | 2693.08%-2673.0pp | 1709.29%-1689.2pp | 345.46%-325.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $513 | $4,362-88.2% | $3,603-85.8% | $5,851-91.2% |
| Admin fee / account holder | $171 | $7,131-97.6% | $5,463-96.9% | $11,601-98.5% |