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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 | $4,501 | $32,037-86.0% | $69,182-93.5% | $62,881-92.8% |
| Participation rate | 73.3% | 43.4%+29.9pp | 55.1%+18.2pp | 69.3%+4.0pp |
| Annual return | 12.21% | 15.16%-3.0pp | -21.93%+34.1pp | 20.14%-7.9pp |
| Employer contribution / active EE | $946 | $679+39.3% | $1,206-21.6% | $2,281-58.5% |
| Participant deferral / active EE | $1,398 | $1,185+17.9% | $1,897-26.3% | $3,203-56.4% |
| Admin fee / account holder | $124 | $2,608-95.2% | $2,697-95.4% | $4,296-97.1% |