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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 | $4,728 | $100,041-95.3% | $149,718-96.8% | $70,131-93.3% |
| Participation rate | 95.7% | 83.6%+12.1pp | 87.1%+8.6pp | 69.5%+26.1pp |
| Annual return | 13.49% | 27.43%-13.9pp | 1501.70%-1488.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,942 | $3,662-47.0% | $5,444-64.3% | $2,342-17.1% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $178 | $8,286-97.9% | $11,283-98.4% | $4,645-96.2% |