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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 | $2,733 | $50,082-94.5% | $93,515-97.1% | $79,856-96.6% |
| Participation rate | 75.9% | 60.9%+15.0pp | 66.8%+9.1pp | 69.6%+6.3pp |
| Annual return | 25.06% | 24.59%+0.5pp | 78.21%-53.1pp | 31.71%-6.7pp |
| Employer contribution / active EE | $214 | $1,303-83.6% | $2,077-89.7% | $2,471-91.3% |
| Participant deferral / active EE | $857 | $2,212-61.3% | $3,129-72.6% | $3,741-77.1% |
| Admin fee / account holder | $189 | $3,454-94.5% | $5,235-96.4% | $5,306-96.4% |