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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 | $9,190 | $60,139-84.7% | $90,461-89.8% | $79,856-88.5% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 13.35% | 71.96%-58.6pp | 1294.76%-1281.4pp | 31.71%-18.4pp |
| Employer contribution / active EE | $469 | $2,069-77.3% | $3,264-85.6% | $2,471-81.0% |
| Participant deferral / active EE | $998 | $2,939-66.0% | $3,964-74.8% | $3,741-73.3% |
| Admin fee / account holder | $13 | $3,978-99.7% | $5,617-99.8% | $5,306-99.8% |