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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 | $12,799 | $102,382-87.5% | $147,005-91.3% | $80,874-84.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 59.31% | 134.89%-75.6pp | 418.76%-359.5pp | 35.62%+23.7pp |
| Employer contribution / active EE | $1,448 | $3,715-61.0% | $4,934-70.7% | $2,756-47.5% |
| Participant deferral / active EE | $3,803 | $6,646-42.8% | $8,070-52.9% | $4,297-11.5% |
| Admin fee / account holder | $148 | $7,942-98.1% | $13,006-98.9% | $6,935-97.9% |