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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 | $8,336 | $107,944-92.3% | $91,994-90.9% | $152,885-94.5% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.5%-2.5pp |
| Annual return | 34.58% | 89.26%-54.7pp | 69.03%-34.4pp | 345.39%-310.8pp |
| Employer contribution / active EE | $1,656 | $4,210-60.7% | $3,452-52.0% | $4,763-65.2% |
| Participant deferral / active EE | $2,071 | $6,365-67.5% | $5,923-65.0% | $5,851-64.6% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |