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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 | $10,967 | $53,128-79.4% | $86,582-87.3% | $70,126-84.4% |
| Participation rate | 95.9% | 65.3%+30.6pp | 73.5%+22.4pp | 69.5%+26.4pp |
| Annual return | 129.84% | 27.66%+102.2pp | 965.08%-835.2pp | 73.15%+56.7pp |
| Employer contribution / active EE | $409 | $2,068-80.2% | $2,839-85.6% | $2,343-82.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $29 | $3,584-99.2% | $4,904-99.4% | $4,645-99.4% |