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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 | $4,836 | $40,275-88.0% | $57,356-91.6% | $59,633-91.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 86.16% | 27.52%+58.6pp | 24.41%+61.7pp | 2041.45%-1955.3pp |
| Employer contribution / active EE | $686 | $1,921-64.3% | $2,689-74.5% | $2,203-68.9% |
| Participant deferral / active EE | $2,436 | $2,400+1.5% | $3,162-22.9% | $3,192-23.7% |
| Admin fee / account holder | $283 | $2,820-90.0% | $3,357-91.6% | $4,297-93.4% |