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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 | $15,479 | $63,346-75.6% | $92,239-83.2% | $70,124-77.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 24.40% | 530.19%-505.8pp | 176.29%-151.9pp | 73.14%-48.7pp |
| Employer contribution / active EE | $4,099 | $2,471+65.8% | $3,680+11.4% | $2,342+75.0% |
| Participant deferral / active EE | $6,151 | $2,854+115.5% | $3,897+57.8% | $3,332+84.6% |
| Admin fee / account holder | $242 | $3,841-93.7% | $5,194-95.3% | $4,645-94.8% |