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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 | $5,317 | $98,240-94.6% | $82,312-93.5% | $147,586-96.4% |
| Participation rate | 92.9% | 79.7%+13.1pp | 76.9%+16.0pp | 82.8%+10.0pp |
| Annual return | 25.79% | 30.85%-5.1pp | 25.88%-0.1pp | 578.59%-552.8pp |
| Employer contribution / active EE | $1,179 | $3,192-63.1% | $2,428-51.5% | $4,876-75.8% |
| Participant deferral / active EE | $1,960 | $4,383-55.3% | $3,706-47.1% | $5,439-64.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |