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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 | $9,596 | $60,128-84.0% | $90,440-89.4% | $79,852-88.0% |
| Participation rate | 92.9% | 65.0%+27.9pp | 72.7%+20.2pp | 69.6%+23.2pp |
| Annual return | 16.31% | 71.95%-55.6pp | 1294.38%-1278.1pp | 31.72%-15.4pp |
| Employer contribution / active EE | $695 | $2,068-66.4% | $3,263-78.7% | $2,471-71.9% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $83 | $3,977-97.9% | $5,615-98.5% | $5,306-98.4% |