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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 | $5,293 | $93,598-94.3% | $135,974-96.1% | $75,173-93.0% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+1.0pp | 67.2%+15.7pp |
| Annual return | 122.26% | 30.89%+91.4pp | 68.30%+54.0pp | 160.72%-38.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,324 | $6,405-48.1% | $7,760-57.2% | $4,126-19.4% |
| Admin fee / account holder | $61 | $6,978-99.1% | $10,767-99.4% | $5,651-98.9% |