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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 | $9,872 | $60,128-83.6% | $90,440-89.1% | $79,852-87.6% |
| Participation rate | 94.0% | 65.0%+29.0pp | 72.7%+21.3pp | 69.6%+24.4pp |
| Annual return | 14.88% | 71.95%-57.1pp | 1294.38%-1279.5pp | 31.72%-16.8pp |
| Employer contribution / active EE | $717 | $2,068-65.3% | $3,263-78.0% | $2,471-71.0% |
| Participant deferral / active EE | $1,522 | $2,939-48.2% | $3,964-61.6% | $3,740-59.3% |
| Admin fee / account holder | $293 | $3,977-92.6% | $5,615-94.8% | $5,306-94.5% |