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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 | $3,331 | $53,063-93.7% | $124,206-97.3% | $82,637-96.0% |
| Participation rate | 87.5% | 58.4%+29.1pp | 69.6%+17.9pp | 68.1%+19.4pp |
| Annual return | 21.18% | 68.87%-47.7pp | 515.27%-494.1pp | 53.51%-32.3pp |
| Employer contribution / active EE | $706 | $1,530-53.9% | $3,540-80.1% | $2,552-72.3% |
| Participant deferral / active EE | $799 | $2,644-69.8% | $3,968-79.9% | $4,126-80.6% |
| Admin fee / account holder | $232 | $4,281-94.6% | $5,929-96.1% | $7,339-96.8% |