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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 | $6,065 | $106,918-94.3% | $84,021-92.8% | $152,897-96.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.5%+0.9pp |
| Annual return | 61.37% | 105.01%-43.6pp | 71.32%-10.0pp | 345.43%-284.1pp |
| Employer contribution / active EE | $1,466 | $2,735-46.4% | $1,984-26.1% | $4,764-69.2% |
| Participant deferral / active EE | $1,466 | $4,012-63.5% | $3,239-54.7% | $5,851-74.9% |
| Admin fee / account holder | $53 | $8,288-99.4% | $6,102-99.1% | $11,599-99.5% |