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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 | $8,558 | $60,139-85.8% | $90,461-90.5% | $79,856-89.3% |
| Participation rate | 87.7% | 65.0%+22.7pp | 72.7%+15.0pp | 69.6%+18.1pp |
| Annual return | 27.69% | 71.96%-44.3pp | 1294.76%-1267.1pp | 31.71%-4.0pp |
| Employer contribution / active EE | $1,111 | $2,069-46.3% | $3,264-66.0% | $2,471-55.0% |
| Participant deferral / active EE | $1,910 | $2,939-35.0% | $3,964-51.8% | $3,741-48.9% |
| Admin fee / account holder | $109 | $3,978-97.2% | $5,617-98.1% | $5,306-97.9% |