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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 | $2,046 | $45,872-95.5% | $77,096-97.3% | $68,486-97.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | 29.52% | 1.73%+27.8pp | 42.35%-12.8pp | -7.85%+37.4pp |
| Employer contribution / active EE | $588 | $1,650-64.4% | $2,814-79.1% | $2,597-77.4% |
| Participant deferral / active EE | $854 | $2,963-71.2% | $4,429-80.7% | $4,028-78.8% |
| Admin fee / account holder | $31 | $3,041-99.0% | $5,428-99.4% | $5,404-99.4% |