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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 | $1,250 | $22,602-94.5% | $65,328-98.1% | $75,181-98.3% |
| Participation rate | 84.2% | 63.1%+21.1pp | 64.9%+19.3pp | 67.2%+17.0pp |
| Annual return | 105.08% | 71.13%+33.9pp | 47.39%+57.7pp | 160.69%-55.6pp |
| Employer contribution / active EE | $694 | $941-26.3% | $1,692-59.0% | $2,671-74.0% |
| Participant deferral / active EE | $994 | $1,695-41.4% | $2,832-64.9% | $4,126-75.9% |
| Admin fee / account holder | $241 | $1,877-87.2% | $4,116-94.2% | $5,650-95.7% |