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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 | $1,304 | $29,667-95.6% | $56,441-97.7% | $80,874-98.4% |
| Participation rate | 79.2% | 41.7%+37.6pp | 52.5%+26.7pp | 67.6%+11.6pp |
| Annual return | 19.71% | 35.22%-15.5pp | 1704.21%-1684.5pp | 35.62%-15.9pp |
| Employer contribution / active EE | $450 | $669-32.7% | $1,039-56.7% | $2,756-83.7% |
| Participant deferral / active EE | $671 | $1,227-45.3% | $1,953-65.7% | $4,297-84.4% |
| Admin fee / account holder | $57 | $2,429-97.7% | $2,829-98.0% | $6,935-99.2% |