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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 | $16,364 | $48,570-66.3% | $130,660-87.5% | $72,976-77.6% |
| Participation rate | 89.2% | 58.6%+30.6pp | 71.7%+17.4pp | 69.5%+19.7pp |
| Annual return | 0.00% | 38.63%-38.6pp | 1709.29%-1709.3pp | 81.02%-81.0pp |
| Employer contribution / active EE | $2,825 | $1,334+111.7% | $4,092-31.0% | $2,440+15.8% |
| Participant deferral / active EE | $3,971 | $2,384+66.6% | $3,603+10.2% | $3,608+10.1% |
| Admin fee / account holder | $117 | $3,549-96.7% | $5,463-97.9% | $5,124-97.7% |