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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 | $2,094 | $47,848-95.6% | $81,473-97.4% | $70,126-97.0% |
| Participation rate | 92.6% | 58.3%+34.3pp | 68.0%+24.6pp | 69.5%+23.1pp |
| Annual return | 246.42% | 27.25%+219.2pp | 38.78%+207.6pp | 73.15%+173.3pp |
| Employer contribution / active EE | $779 | $1,527-49.0% | $2,568-69.7% | $2,343-66.8% |
| Participant deferral / active EE | $1,673 | $2,453-31.8% | $3,537-52.7% | $3,332-49.8% |
| Admin fee / account holder | $28 | $3,145-99.1% | $4,561-99.4% | $4,645-99.4% |