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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 | $19,798 | $102,382-80.7% | $147,005-86.5% | $80,874-75.5% |
| Participation rate | 82.8% | 75.8%+6.9pp | 82.2%+0.6pp | 67.6%+15.1pp |
| Annual return | 17.92% | 134.89%-117.0pp | 418.76%-400.8pp | 35.62%-17.7pp |
| Employer contribution / active EE | $2,063 | $3,715-44.5% | $4,934-58.2% | $2,756-25.1% |
| Participant deferral / active EE | $4,158 | $6,646-37.4% | $8,070-48.5% | $4,297-3.2% |
| Admin fee / account holder | $33 | $7,942-99.6% | $13,006-99.7% | $6,935-99.5% |