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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 | $8,871 | $85,169-89.6% | $172,755-94.9% | $72,983-87.8% |
| Participation rate | 78.3% | 70.1%+8.3pp | 82.6%-4.3pp | 69.5%+8.8pp |
| Annual return | 20.71% | 27.32%-6.6pp | 802.94%-782.2pp | 81.01%-60.3pp |
| Employer contribution / active EE | $886 | $3,324-73.3% | $5,144-82.8% | $2,440-63.7% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $262 | $5,880-95.5% | $13,955-98.1% | $5,124-94.9% |