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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 | $3,854 | $99,079-96.1% | $78,002-95.1% | $273,972-98.6% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 13.28% | 217.93%-204.6pp | 425.99%-412.7pp | 41.46%-28.2pp |
| Employer contribution / active EE | $629 | $3,308-81.0% | $2,470-74.6% | $4,869-87.1% |
| Participant deferral / active EE | $1,140 | $4,306-73.5% | $3,497-67.4% | $5,287-78.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |