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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 | $2,509 | $58,512-95.7% | $84,020-97.0% | $72,983-96.6% |
| Participation rate | 93.8% | 61.2%+32.6pp | 69.0%+24.8pp | 69.5%+24.3pp |
| Annual return | 24.56% | 28.93%-4.4pp | 71.31%-46.8pp | 81.01%-56.4pp |
| Employer contribution / active EE | $296 | $1,163-74.5% | $1,984-85.1% | $2,440-87.9% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $229 | $4,569-95.0% | $6,101-96.2% | $5,124-95.5% |