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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 | $11,295 | $60,139-81.2% | $90,461-87.5% | $79,856-85.9% |
| Participation rate | 89.7% | 65.0%+24.8pp | 72.7%+17.1pp | 69.6%+20.1pp |
| Annual return | 19.43% | 71.96%-52.5pp | 1294.76%-1275.3pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,371 | $2,069-33.7% | $3,264-58.0% | $2,471-44.5% |
| Participant deferral / active EE | $2,060 | $2,939-29.9% | $3,964-48.0% | $3,741-44.9% |
| Admin fee / account holder | $281 | $3,978-92.9% | $5,617-95.0% | $5,306-94.7% |