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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 | $11,534 | $63,365-81.8% | $91,994-87.5% | $72,975-84.2% |
| Participation rate | 70.1% | 72.5%-2.4pp | 78.6%-8.5pp | 69.5%+0.6pp |
| Annual return | 171.35% | 35.35%+136.0pp | 69.04%+102.3pp | 81.01%+90.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,274 | $4,883+28.5% | $5,924+5.9% | $3,608+73.9% |
| Admin fee / account holder | $149 | $4,670-96.8% | $7,744-98.1% | $5,124-97.1% |