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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 | $1,393 | $29,716-95.3% | $56,077-97.5% | $80,925-98.3% |
| Participation rate | 83.3% | 41.7%+41.6pp | 52.5%+30.8pp | 67.7%+15.7pp |
| Annual return | 31.65% | 35.30%-3.7pp | 1709.28%-1677.6pp | 35.65%-4.0pp |
| Employer contribution / active EE | $229 | $671-65.9% | $1,040-78.0% | $2,756-91.7% |
| Participant deferral / active EE | $974 | $1,228-20.7% | $1,954-50.2% | $4,299-77.4% |
| Admin fee / account holder | $79 | $2,432-96.8% | $2,825-97.2% | $6,940-98.9% |