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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 | $12,713 | $75,832-83.2% | $147,617-91.4% | $59,633-78.7% |
| Participation rate | 97.1% | 71.6%+25.6pp | 84.6%+12.5pp | 68.7%+28.5pp |
| Annual return | -1.32% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,277 | $3,485-63.3% | $5,564-77.0% | $2,203-42.0% |
| Participant deferral / active EE | $1,494 | $3,131-52.3% | $4,895-69.5% | $3,192-53.2% |
| Admin fee / account holder | $175 | $5,986-97.1% | $11,612-98.5% | $4,297-95.9% |