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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 | $3,121 | $107,363-97.1% | $92,909-96.6% | $152,897-98.0% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 17.71% | 145.63%-127.9pp | 109.44%-91.7pp | 345.43%-327.7pp |
| Employer contribution / active EE | $1,773 | $4,222-58.0% | $3,653-51.5% | $4,764-62.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $256 | $7,082-96.4% | $5,795-95.6% | $11,599-97.8% |