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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 | $3,943 | $60,128-93.4% | $90,440-95.6% | $79,852-95.1% |
| Participation rate | 92.6% | 65.0%+27.6pp | 72.7%+19.9pp | 69.6%+23.0pp |
| Annual return | 17.89% | 71.95%-54.1pp | 1294.38%-1276.5pp | 31.72%-13.8pp |
| Employer contribution / active EE | $415 | $2,068-79.9% | $3,263-87.3% | $2,471-83.2% |
| Participant deferral / active EE | $1,254 | $2,939-57.3% | $3,964-68.4% | $3,740-66.5% |
| Admin fee / account holder | $241 | $3,977-93.9% | $5,615-95.7% | $5,306-95.5% |