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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 | $7,291 | $63,346-88.5% | $92,240-92.1% | $70,126-89.6% |
| Participation rate | 70.6% | 68.7%+1.9pp | 76.5%-5.9pp | 69.5%+1.0pp |
| Annual return | 30.96% | 530.19%-499.2pp | 176.29%-145.3pp | 73.15%-42.2pp |
| Employer contribution / active EE | $1,451 | $2,471-41.3% | $3,680-60.6% | $2,343-38.0% |
| Participant deferral / active EE | $2,332 | $2,854-18.3% | $3,897-40.2% | $3,332-30.0% |
| Admin fee / account holder | $141 | $3,841-96.3% | $5,194-97.3% | $4,645-97.0% |