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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 | $3,248 | $84,236-96.1% | $170,439-98.1% | $70,124-95.4% |
| Participation rate | 93.3% | 70.8%+22.5pp | 83.6%+9.7pp | 69.5%+23.8pp |
| Annual return | 139.96% | 23.06%+116.9pp | 205.94%-66.0pp | 73.14%+66.8pp |
| Employer contribution / active EE | $1,087 | $3,387-67.9% | $5,433-80.0% | $2,342-53.6% |
| Participant deferral / active EE | $1,795 | $3,086-41.8% | $4,939-63.7% | $3,332-46.1% |
| Admin fee / account holder | $148 | $5,698-97.4% | $13,881-98.9% | $4,645-96.8% |