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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 | $10,813 | $106,008-89.8% | $92,240-88.3% | $147,586-92.7% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 17.94% | 50.05%-32.1pp | 176.29%-158.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,495 | $4,478-66.6% | $3,897-61.6% | $5,439-72.5% |
| Admin fee / account holder | $159 | $6,333-97.5% | $5,194-96.9% | $10,886-98.5% |