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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 | $6,000 | $105,856-94.3% | $90,161-93.3% | $147,586-95.9% |
| Participation rate | 73.7% | 79.7%-6.1pp | 76.9%-3.2pp | 82.8%-9.1pp |
| Annual return | 50.00% | 37.63%+12.4pp | 34.89%+15.1pp | 578.59%-528.6pp |
| Employer contribution / active EE | $1,606 | $4,126-61.1% | $3,318-51.6% | $4,876-67.1% |
| Participant deferral / active EE | $2,206 | $5,733-61.5% | $5,287-58.3% | $5,439-59.4% |
| Admin fee / account holder | $70 | $8,046-99.1% | $5,943-98.8% | $10,886-99.4% |