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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 | $5,549 | $34,316-83.8% | $74,722-92.6% | $72,975-92.4% |
| Participation rate | 73.0% | 42.4%+30.6pp | 54.5%+18.6pp | 69.5%+3.5pp |
| Annual return | 38.45% | 26.58%+11.9pp | 753.11%-714.7pp | 81.01%-42.6pp |
| Employer contribution / active EE | $917 | $692+32.6% | $1,084-15.4% | $2,440-62.4% |
| Participant deferral / active EE | $1,925 | $1,272+51.4% | $1,963-2.0% | $3,608-46.6% |
| Admin fee / account holder | $152 | $2,125-92.8% | $3,335-95.4% | $5,124-97.0% |