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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 | $4,951 | $90,486-94.5% | $78,676-93.7% | $273,972-98.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 19.72% | 75.62%-55.9pp | 62.19%-42.5pp | 41.46%-21.7pp |
| Employer contribution / active EE | $836 | $3,175-73.7% | $2,850-70.7% | $4,869-82.8% |
| Participant deferral / active EE | $1,817 | $3,901-53.4% | $3,517-48.3% | $5,287-65.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |