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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 | $4,828 | $48,570-90.1% | $130,660-96.3% | $72,975-93.4% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 31.53% | 38.63%-7.1pp | 1709.29%-1677.8pp | 81.01%-49.5pp |
| Employer contribution / active EE | $1,339 | $1,334+0.4% | $4,092-67.3% | $2,440-45.1% |
| Participant deferral / active EE | $2,123 | $2,384-11.0% | $3,603-41.1% | $3,608-41.2% |
| Admin fee / account holder | $92 | $3,549-97.4% | $5,463-98.3% | $5,124-98.2% |