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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 | $5,206 | $43,133-87.9% | $89,435-94.2% | $73,497-92.9% |
| Participation rate | 75.7% | 55.0%+20.7pp | 68.0%+7.7pp | 70.7%+5.0pp |
| Annual return | 26.39% | 135.66%-109.3pp | 245.55%-219.2pp | 28.51%-2.1pp |
| Employer contribution / active EE | $547 | $1,438-62.0% | $2,587-78.9% | $2,270-75.9% |
| Participant deferral / active EE | $941 | $2,445-61.5% | $3,890-75.8% | $3,740-74.8% |
| Admin fee / account holder | $267 | $444-39.9% | $4,884-94.5% | $513-48.0% |