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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 | $1,969 | $45,566-95.7% | $64,105-96.9% | $59,633-96.7% |
| Participation rate | 96.6% | 60.2%+36.4pp | 68.2%+28.4pp | 68.7%+27.9pp |
| Annual return | 15.25% | 4.95%+10.3pp | 791.24%-776.0pp | 2041.40%-2026.1pp |
| Employer contribution / active EE | $169 | $934-81.9% | $1,820-90.7% | $2,203-92.3% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $161 | $3,268-95.1% | $4,499-96.4% | $4,297-96.3% |