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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 | $7,123 | $150,346-95.3% | $120,524-94.1% | $145,877-95.1% |
| Participation rate | 85.7% | 78.8%+6.9pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 21.29% | 154.40%-133.1pp | 107.36%-86.1pp | 551.28%-530.0pp |
| Employer contribution / active EE | $1,794 | $4,353-58.8% | $3,469-48.3% | $4,663-61.5% |
| Participant deferral / active EE | $3,075 | $6,172-50.2% | $4,994-38.4% | $6,691-54.0% |
| Admin fee / account holder | $50 | $12,215-99.6% | $9,440-99.5% | $13,402-99.6% |