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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 | $3,908 | $101,069-96.1% | $81,478-95.2% | $147,585-97.4% |
| Participation rate | 72.7% | 74.5%-1.7pp | 68.0%+4.8pp | 82.8%-10.1pp |
| Annual return | 17.56% | 32.40%-14.8pp | 38.78%-21.2pp | 578.57%-561.0pp |
| Employer contribution / active EE | $943 | $3,205-70.6% | $2,568-63.3% | $4,876-80.7% |
| Participant deferral / active EE | $1,577 | $4,242-62.8% | $3,537-55.4% | $5,439-71.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |