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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 | $9,976 | $58,391-82.9% | $76,667-87.0% | $72,976-86.3% |
| Participation rate | 97.0% | 67.4%+29.6pp | 72.1%+24.9pp | 69.5%+27.5pp |
| Annual return | 38.29% | 2306.65%-2268.4pp | 1166.74%-1128.5pp | 81.02%-42.7pp |
| Employer contribution / active EE | $455 | $1,787-74.5% | $2,303-80.2% | $2,440-81.3% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $152 | $4,014-96.2% | $6,423-97.6% | $5,124-97.0% |