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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 | $29,736-95.6% | $56,033-97.7% | $80,935-98.4% |
| Participation rate | 79.2% | 41.7%+37.5pp | 52.5%+26.8pp | 67.7%+11.6pp |
| Annual return | 19.71% | 35.28%-15.6pp | 1711.38%-1691.7pp | 35.66%-15.9pp |
| Employer contribution / active EE | $450 | $671-32.9% | $1,041-56.7% | $2,757-83.7% |
| Participant deferral / active EE | $671 | $1,228-45.4% | $1,954-65.7% | $4,299-84.4% |
| Admin fee / account holder | $57 | $2,434-97.7% | $2,827-98.0% | $6,924-99.2% |