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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 | $18,183 | $70,475-74.2% | $100,530-81.9% | $79,858-77.2% |
| Participation rate | 88.5% | 73.7%+14.8pp | 79.4%+9.0pp | 69.6%+18.8pp |
| Annual return | 1690.16% | 21.90%+1668.3pp | 30.89%+1659.3pp | 31.72%+1658.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,145 | $5,181+57.2% | $6,271+29.9% | $3,740+117.8% |
| Admin fee / account holder | $239 | $4,478-94.7% | $8,083-97.0% | $5,306-95.5% |