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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 | $11,781 | $85,766-86.3% | $136,298-91.4% | $70,126-83.2% |
| Participation rate | 81.3% | 74.2%+7.1pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 71.20% | 31.46%+39.7pp | 5156.27%-5085.1pp | 73.15%-1.9pp |
| Employer contribution / active EE | $1,219 | $2,966-58.9% | $4,696-74.0% | $2,343-48.0% |
| Participant deferral / active EE | $2,876 | $5,051-43.1% | $6,247-54.0% | $3,332-13.7% |
| Admin fee / account holder | $41 | $5,421-99.2% | $9,244-99.6% | $4,645-99.1% |