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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 | $6,024 | $110,410-94.5% | $102,437-94.1% | $145,897-95.9% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 35.55% | 24.85%+10.7pp | 24.95%+10.6pp | 552.29%-516.7pp |
| Employer contribution / active EE | $1,408 | $4,217-66.6% | $3,871-63.6% | $4,663-69.8% |
| Participant deferral / active EE | $1,999 | $5,622-64.4% | $5,060-60.5% | $6,689-70.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |