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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 | $3,563 | $110,830-96.8% | $86,625-95.9% | $167,553-97.9% |
| Participation rate | 78.6% | 75.8%+2.8pp | 71.6%+6.9pp | 82.1%-3.5pp |
| Annual return | 14.28% | 116.99%-102.7pp | 63.52%-49.2pp | 478.89%-464.6pp |
| Employer contribution / active EE | $567 | $3,245-82.5% | $2,496-77.3% | $4,840-88.3% |
| Participant deferral / active EE | $962 | $4,548-78.9% | $3,700-74.0% | $6,343-84.8% |
| Admin fee / account holder | $208 | $8,420-97.5% | $5,830-96.4% | $12,316-98.3% |