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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 | $3,770 | $79,694-95.3% | $96,171-96.1% | $79,391-95.3% |
| Participation rate | 73.5% | 54.0%+19.5pp | 68.4%+5.1pp | 70.7%+2.8pp |
| Annual return | 15.50% | 40.84%-25.3pp | 192.04%-176.5pp | 116.88%-101.4pp |
| Employer contribution / active EE | $951 | $1,443-34.1% | $2,799-66.0% | $2,428-60.8% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,350-100.0% | $4,046-100.0% |
| Admin fee / account holder | $10 | $630-98.3% | $5,538-99.8% | $627-98.3% |