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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 | $3,061 | $108,212-97.2% | $77,513-96.1% | $158,966-98.1% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 33.79% | 31.67%+2.1pp | 54.81%-21.0pp | 302.95%-269.2pp |
| Employer contribution / active EE | $507 | $1,325-61.7% | $987-48.6% | $4,762-89.4% |
| Participant deferral / active EE | $1,014 | $2,455-58.7% | $1,861-45.5% | $5,983-83.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |