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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 | $14,115 | $65,555-78.5% | $86,216-83.6% | $75,173-81.2% |
| Participation rate | 97.7% | 60.5%+37.2pp | 69.0%+28.8pp | 67.2%+30.5pp |
| Annual return | 13.11% | 46.07%-33.0pp | 1169.42%-1156.3pp | 160.72%-147.6pp |
| Employer contribution / active EE | $1,125 | $1,553-27.6% | $2,382-52.8% | $2,671-57.9% |
| Participant deferral / active EE | $1,789 | $3,023-40.8% | $3,986-55.1% | $4,126-56.6% |
| Admin fee / account holder | $121 | $5,469-97.8% | $6,853-98.2% | $5,651-97.9% |