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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 | $2,011 | $60,139-96.7% | $90,461-97.8% | $79,856-97.5% |
| Participation rate | 86.5% | 65.0%+21.5pp | 72.7%+13.8pp | 69.6%+16.9pp |
| Annual return | 69.36% | 71.96%-2.6pp | 1294.76%-1225.4pp | 31.71%+37.7pp |
| Employer contribution / active EE | $275 | $2,069-86.7% | $3,264-91.6% | $2,471-88.9% |
| Participant deferral / active EE | $1,191 | $2,939-59.5% | $3,964-70.0% | $3,741-68.2% |
| Admin fee / account holder | $35 | $3,978-99.1% | $5,617-99.4% | $5,306-99.3% |