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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 | $11,249 | $45,152-75.1% | $73,836-84.8% | $59,633-81.1% |
| Participation rate | 92.6% | 64.0%+28.6pp | 73.4%+19.2pp | 68.7%+23.9pp |
| Annual return | 1.31% | 27.40%-26.1pp | 2268.06%-2266.7pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $608 | $1,901-68.0% | $2,787-78.2% | $2,203-72.4% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $67 | $3,515-98.1% | $4,882-98.6% | $4,297-98.4% |