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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 | $4,422 | $52,353-91.6% | $120,225-96.3% | $82,448-94.6% |
| Participation rate | 74.3% | 58.3%+16.0pp | 69.6%+4.7pp | 68.1%+6.2pp |
| Annual return | 22.64% | 61.85%-39.2pp | 439.23%-416.6pp | 41.64%-19.0pp |
| Employer contribution / active EE | $668 | $1,510-55.7% | $3,475-80.8% | $2,551-73.8% |
| Participant deferral / active EE | $850 | $2,627-67.6% | $3,999-78.7% | $4,139-79.5% |
| Admin fee / account holder | $146 | $4,363-96.7% | $5,696-97.4% | $7,234-98.0% |