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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 | $3,710 | $53,063-93.0% | $124,206-97.0% | $82,637-95.5% |
| Participation rate | 88.5% | 58.4%+30.1pp | 69.6%+18.9pp | 68.1%+20.4pp |
| Annual return | 31.50% | 68.87%-37.4pp | 515.27%-483.8pp | 53.51%-22.0pp |
| Employer contribution / active EE | $537 | $1,530-64.9% | $3,540-84.8% | $2,552-79.0% |
| Participant deferral / active EE | $1,839 | $2,644-30.4% | $3,968-53.6% | $4,126-55.4% |
| Admin fee / account holder | $12 | $4,281-99.7% | $5,929-99.8% | $7,339-99.8% |