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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 | $3,893 | $53,546-92.7% | $69,884-94.4% | $68,486-94.3% |
| Participation rate | 76.9% | 64.5%+12.4pp | 70.5%+6.4pp | 67.9%+9.0pp |
| Annual return | 1655.81% | -13.87%+1669.7pp | 190.81%+1465.0pp | -7.85%+1663.7pp |
| Employer contribution / active EE | $1,169 | $2,019-42.1% | $2,560-54.4% | $2,597-55.0% |
| Participant deferral / active EE | $1,420 | $2,957-52.0% | $3,848-63.1% | $4,028-64.7% |
| Admin fee / account holder | $159 | $4,693-96.6% | $6,266-97.5% | $5,404-97.1% |