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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 | $3,624 | $61,787-94.1% | $97,197-96.3% | $80,925-95.5% |
| Participation rate | 91.4% | 63.5%+27.9pp | 72.7%+18.7pp | 67.7%+23.8pp |
| Annual return | 24.14% | -558.16%+582.3pp | 75.47%-51.3pp | 35.65%-11.5pp |
| Employer contribution / active EE | $413 | $1,836-77.5% | $2,723-84.8% | $2,756-85.0% |
| Participant deferral / active EE | $1,138 | $3,027-62.4% | $4,263-73.3% | $4,299-73.5% |
| Admin fee / account holder | $11 | $5,170-99.8% | $5,637-99.8% | $6,940-99.8% |