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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 | $3,817 | $34,316-88.9% | $74,719-94.9% | $72,983-94.8% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 23.42% | 26.58%-3.2pp | 753.05%-729.6pp | 81.01%-57.6pp |
| Employer contribution / active EE | $804 | $692+16.3% | $1,084-25.8% | $2,440-67.0% |
| Participant deferral / active EE | $1,159 | $1,272-8.8% | $1,963-41.0% | $3,608-67.9% |
| Admin fee / account holder | $119 | $2,125-94.4% | $3,334-96.4% | $5,124-97.7% |