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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 | $2,268 | $60,139-96.2% | $90,461-97.5% | $79,856-97.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 37.19% | 71.96%-34.8pp | 1294.76%-1257.6pp | 31.71%+5.5pp |
| Employer contribution / active EE | $639 | $2,069-69.1% | $3,264-80.4% | $2,471-74.1% |
| Participant deferral / active EE | $835 | $2,939-71.6% | $3,964-78.9% | $3,741-77.7% |
| Admin fee / account holder | $107 | $3,978-97.3% | $5,617-98.1% | $5,306-98.0% |