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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 | $5,935 | $108,882-94.5% | $96,754-93.9% | $154,746-96.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 13.06% | 98.39%-85.3pp | 82.04%-69.0pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,027 | $3,018-66.0% | $2,679-61.7% | $4,379-76.5% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $176 | $10,200-98.3% | $8,905-98.0% | $14,365-98.8% |