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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 | $12,630 | $89,364-85.9% | $141,177-91.1% | $72,983-82.7% |
| Participation rate | 84.6% | 75.1%+9.5pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 55.38% | 111.86%-56.5pp | 71.40%-16.0pp | 81.01%-25.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,306 | $5,419+16.4% | $6,710-6.0% | $3,608+74.8% |
| Admin fee / account holder | $95 | $5,959-98.4% | $10,263-99.1% | $5,124-98.1% |