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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 | $2,140 | $46,534-95.4% | $64,097-96.7% | $75,177-97.2% |
| Participation rate | 90.3% | 65.9%+24.4pp | 72.3%+18.0pp | 67.2%+23.1pp |
| Annual return | 15.85% | 26.07%-10.2pp | 33.75%-17.9pp | 160.75%-144.9pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $891 | $2,835-68.6% | $3,881-77.0% | $4,126-78.4% |
| Admin fee / account holder | $168 | $2,957-94.3% | $3,070-94.5% | $5,651-97.0% |