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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 | $9,965 | $65,434-84.8% | $98,483-89.9% | $85,847-88.4% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.1pp | 69.3%+28.1pp |
| Annual return | 40.46% | 21.75%+18.7pp | 1494.38%-1453.9pp | 318.61%-278.1pp |
| Employer contribution / active EE | $1,073 | $2,169-50.5% | $2,961-63.7% | $2,565-58.2% |
| Participant deferral / active EE | $2,037 | $3,168-35.7% | $4,276-52.4% | $3,952-48.5% |
| Admin fee / account holder | $222 | $4,595-95.2% | $5,953-96.3% | $6,261-96.5% |