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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 | $5,946 | $56,431-89.5% | $130,788-95.5% | $87,485-93.2% |
| Participation rate | 89.5% | 58.9%+30.5pp | 70.1%+19.4pp | 68.9%+20.5pp |
| Annual return | 25.53% | 91.27%-65.7pp | 386.44%-360.9pp | 26.06%-0.5pp |
| Employer contribution / active EE | $1,334 | $1,549-13.9% | $3,558-62.5% | $2,596-48.6% |
| Participant deferral / active EE | $2,326 | $2,749-15.4% | $4,137-43.8% | $4,274-45.6% |
| Admin fee / account holder | $18 | $4,433-99.6% | $6,673-99.7% | $7,775-99.8% |