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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 | $8,972 | $99,011-90.9% | $86,582-89.6% | $147,586-93.9% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 20.18% | 1312.75%-1292.6pp | 965.08%-944.9pp | 578.59%-558.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $906 | $3,972-77.2% | $3,609-74.9% | $5,439-83.3% |
| Admin fee / account holder | $273 | $5,709-95.2% | $4,904-94.4% | $10,886-97.5% |