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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 | $102,429-87.5% | $147,096-91.3% | $80,925-84.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 59.31% | 135.02%-75.7pp | 419.75%-360.4pp | 35.65%+23.7pp |
| Employer contribution / active EE | $1,448 | $3,716-61.0% | $4,936-70.7% | $2,756-47.5% |
| Participant deferral / active EE | $3,803 | $6,649-42.8% | $8,071-52.9% | $4,299-11.5% |
| Admin fee / account holder | $148 | $7,957-98.1% | $13,005-98.9% | $6,940-97.9% |