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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 | $5,427 | $58,275-90.7% | $81,844-93.4% | $80,935-93.3% |
| Participation rate | 84.0% | 63.5%+20.5pp | 72.4%+11.6pp | 67.7%+16.3pp |
| Annual return | 13.50% | 41.82%-28.3pp | 778.87%-765.4pp | 35.66%-22.2pp |
| Employer contribution / active EE | $807 | $2,346-65.6% | $2,916-72.3% | $2,757-70.7% |
| Participant deferral / active EE | $1,623 | $3,285-50.6% | $4,323-62.5% | $4,299-62.3% |
| Admin fee / account holder | $300 | $4,749-93.7% | $7,355-95.9% | $6,924-95.7% |