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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 | $1,995 | $50,947-96.1% | $74,551-97.3% | $64,173-96.9% |
| Participation rate | 94.0% | 61.1%+33.0pp | 69.1%+24.9pp | 69.6%+24.5pp |
| Annual return | 17.99% | -1.85%+19.8pp | 32.53%-14.5pp | 7.63%+10.4pp |
| Employer contribution / active EE | $238 | $1,115-78.6% | $1,961-87.9% | $2,381-90.0% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $104 | $4,221-97.5% | $5,059-97.9% | $4,887-97.9% |