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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 | $5,890 | $34,316-82.8% | $74,722-92.1% | $72,975-91.9% |
| Participation rate | 74.2% | 42.4%+31.8pp | 54.5%+19.8pp | 69.5%+4.8pp |
| Annual return | 28.10% | 26.58%+1.5pp | 753.11%-725.0pp | 81.01%-52.9pp |
| Employer contribution / active EE | $555 | $692-19.7% | $1,084-48.8% | $2,440-77.2% |
| Participant deferral / active EE | $1,202 | $1,272-5.4% | $1,963-38.7% | $3,608-66.7% |
| Admin fee / account holder | $70 | $2,125-96.7% | $3,335-97.9% | $5,124-98.6% |