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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 | $11,487 | $63,346-81.9% | $92,240-87.5% | $70,126-83.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 21.12% | 530.19%-509.1pp | 176.29%-155.2pp | 73.15%-52.0pp |
| Employer contribution / active EE | $4,726 | $2,471+91.2% | $3,680+28.4% | $2,343+101.7% |
| Participant deferral / active EE | $3,173 | $2,854+11.2% | $3,897-18.6% | $3,332-4.8% |
| Admin fee / account holder | $108 | $3,841-97.2% | $5,194-97.9% | $4,645-97.7% |