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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 | $1,848 | $47,944-96.1% | $67,834-97.3% | $62,881-97.1% |
| Participation rate | 93.1% | 61.1%+32.0pp | 68.8%+24.3pp | 69.3%+23.8pp |
| Annual return | 5.71% | 11.77%-6.1pp | 138.47%-132.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $690 | $1,562-55.9% | $2,403-71.3% | $2,281-69.8% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $112 | $3,712-97.0% | $4,622-97.6% | $4,296-97.4% |