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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 | $7,615 | $43,730-82.6% | $121,220-93.7% | $64,173-88.1% |
| Participation rate | 80.0% | 58.3%+21.7pp | 71.8%+8.2pp | 69.6%+10.4pp |
| Annual return | 7.72% | 68.94%-61.2pp | 16.94%-9.2pp | 7.63%+0.1pp |
| Employer contribution / active EE | $581 | $1,297-55.2% | $4,023-85.6% | $2,381-75.6% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $221 | $3,502-93.7% | $5,021-95.6% | $4,887-95.5% |