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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 | $102,422-87.5% | $147,117-91.3% | $80,959-84.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 59.31% | 135.16%-75.8pp | 420.54%-361.2pp | 35.67%+23.6pp |
| Employer contribution / active EE | $1,448 | $3,717-61.1% | $4,932-70.6% | $2,757-47.5% |
| Participant deferral / active EE | $3,803 | $6,652-42.8% | $8,065-52.8% | $4,300-11.6% |
| Admin fee / account holder | $148 | $7,953-98.1% | $12,993-98.9% | $6,925-97.9% |