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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 | $58,258-90.7% | $81,820-93.4% | $80,925-93.3% |
| Participation rate | 84.0% | 63.5%+20.5pp | 72.4%+11.6pp | 67.7%+16.3pp |
| Annual return | 13.50% | 41.76%-28.3pp | 777.93%-764.4pp | 35.65%-22.1pp |
| Employer contribution / active EE | $807 | $2,345-65.6% | $2,915-72.3% | $2,756-70.7% |
| Participant deferral / active EE | $1,623 | $3,284-50.6% | $4,323-62.5% | $4,299-62.2% |
| Admin fee / account holder | $300 | $4,976-94.0% | $7,391-95.9% | $6,940-95.7% |