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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 | $4,275 | $108,212-96.0% | $77,513-94.5% | $158,966-97.3% |
| Participation rate | 93.3% | 64.4%+28.9pp | 54.2%+39.1pp | 82.0%+11.4pp |
| Annual return | 29.91% | 31.67%-1.8pp | 54.81%-24.9pp | 302.95%-273.0pp |
| Employer contribution / active EE | $634 | $1,325-52.2% | $987-35.8% | $4,762-86.7% |
| Participant deferral / active EE | $1,300 | $2,455-47.1% | $1,861-30.1% | $5,983-78.3% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |