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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 | $9,773 | $63,346-84.6% | $92,239-89.4% | $70,124-86.1% |
| Participation rate | 84.0% | 68.7%+15.3pp | 76.5%+7.5pp | 69.5%+14.5pp |
| Annual return | 40.58% | 530.19%-489.6pp | 176.29%-135.7pp | 73.14%-32.6pp |
| Employer contribution / active EE | $945 | $2,471-61.8% | $3,680-74.3% | $2,342-59.7% |
| Participant deferral / active EE | $3,769 | $2,854+32.1% | $3,897-3.3% | $3,332+13.1% |
| Admin fee / account holder | $158 | $3,841-95.9% | $5,194-97.0% | $4,645-96.6% |