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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 | $16,250 | $63,346-74.3% | $92,240-82.4% | $70,126-76.8% |
| Participation rate | 81.5% | 68.7%+12.8pp | 76.5%+5.0pp | 69.5%+11.9pp |
| Annual return | 18.02% | 530.19%-512.2pp | 176.29%-158.3pp | 73.15%-55.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,548 | $2,854-45.8% | $3,897-60.3% | $3,332-53.6% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |