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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 | $13,776 | $73,823-81.3% | $379,746-96.4% | $73,497-81.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | 50.29% | 29.06%+21.2pp | 34.90%+15.4pp | 28.51%+21.8pp |
| Employer contribution / active EE | $4,626 | $2,472+87.1% | $3,540+30.7% | $2,270+103.8% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $50 | $607-91.8% | $7,927-99.4% | $513-90.3% |