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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 | $5,388 | $63,703-91.5% | $93,063-94.2% | $82,448-93.5% |
| Participation rate | 86.6% | 63.8%+22.7pp | 72.1%+14.5pp | 68.1%+18.5pp |
| Annual return | 21.44% | -775.43%+796.9pp | 34.15%-12.7pp | 41.64%-20.2pp |
| Employer contribution / active EE | $545 | $1,729-68.5% | $2,476-78.0% | $2,551-78.7% |
| Participant deferral / active EE | $1,538 | $2,919-47.3% | $3,958-61.1% | $4,139-62.8% |
| Admin fee / account holder | $278 | $5,982-95.3% | $6,033-95.4% | $7,234-96.2% |