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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 | $12,722 | $75,962-83.3% | $154,108-91.7% | $64,173-80.2% |
| Participation rate | 97.3% | 70.4%+26.9pp | 83.0%+14.3pp | 69.6%+27.7pp |
| Annual return | 105.33% | 30.32%+75.0pp | 735.21%-629.9pp | 7.63%+97.7pp |
| Employer contribution / active EE | $440 | $3,350-86.9% | $5,298-91.7% | $2,381-81.5% |
| Participant deferral / active EE | $1,044 | $3,175-67.1% | $5,081-79.5% | $3,470-69.9% |
| Admin fee / account holder | $160 | $5,589-97.1% | $13,411-98.8% | $4,887-96.7% |