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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 | $1,619 | $29,736-94.6% | $56,033-97.1% | $80,935-98.0% |
| Participation rate | 75.4% | 41.7%+33.7pp | 52.5%+22.9pp | 67.7%+7.8pp |
| Annual return | 20.84% | 35.28%-14.4pp | 1711.38%-1690.5pp | 35.66%-14.8pp |
| Employer contribution / active EE | $550 | $671-18.0% | $1,041-47.1% | $2,757-80.0% |
| Participant deferral / active EE | $920 | $1,228-25.1% | $1,954-52.9% | $4,299-78.6% |
| Admin fee / account holder | $88 | $2,434-96.4% | $2,827-96.9% | $6,924-98.7% |