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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 | $14,791 | $89,367-83.4% | $141,191-89.5% | $72,975-79.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 364.06% | 111.87%+252.2pp | 71.41%+292.7pp | 81.01%+283.1pp |
| Employer contribution / active EE | $847 | $3,115-72.8% | $4,736-82.1% | $2,440-65.3% |
| Participant deferral / active EE | $6,334 | $5,419+16.9% | $6,710-5.6% | $3,608+75.6% |
| Admin fee / account holder | $51 | $5,957-99.1% | $10,264-99.5% | $5,124-99.0% |