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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 | $7,625 | $63,346-88.0% | $92,240-91.7% | $70,126-89.1% |
| Participation rate | 89.3% | 68.7%+20.6pp | 76.5%+12.8pp | 69.5%+19.7pp |
| Annual return | 15.37% | 530.19%-514.8pp | 176.29%-160.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $1,292 | $2,471-47.7% | $3,680-64.9% | $2,343-44.8% |
| Participant deferral / active EE | $2,224 | $2,854-22.1% | $3,897-42.9% | $3,332-33.2% |
| Admin fee / account holder | $102 | $3,841-97.3% | $5,194-98.0% | $4,645-97.8% |