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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 | $1,834 | $65,367-97.2% | $92,915-98.0% | $72,976-97.5% |
| Participation rate | 81.5% | 68.3%+13.2pp | 76.0%+5.5pp | 69.5%+12.0pp |
| Annual return | 30.77% | 42.11%-11.3pp | 109.45%-78.7pp | 81.02%-50.2pp |
| Employer contribution / active EE | $1,146 | $2,594-55.8% | $3,653-68.6% | $2,440-53.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |