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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 | $5,516 | $66,402-91.7% | $109,895-95.0% | $85,856-93.6% |
| Participation rate | 75.0% | 63.9%+11.1pp | 74.2%+0.8pp | 69.3%+5.7pp |
| Annual return | 83.31% | 19.59%+63.7pp | 29.46%+53.8pp | 318.58%-235.3pp |
| Employer contribution / active EE | $1,066 | $1,687-36.8% | $2,843-62.5% | $2,565-58.5% |
| Participant deferral / active EE | $1,780 | $2,842-37.4% | $4,049-56.0% | $3,952-55.0% |
| Admin fee / account holder | $14 | $4,557-99.7% | $6,067-99.8% | $6,261-99.8% |