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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 | $8,988 | $85,766-89.5% | $136,298-93.4% | $70,126-87.2% |
| Participation rate | 81.5% | 74.2%+7.3pp | 81.9%-0.4pp | 69.5%+11.9pp |
| Annual return | 29.11% | 31.46%-2.3pp | 5156.27%-5127.2pp | 73.15%-44.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,788 | $5,051-25.0% | $6,247-39.4% | $3,332+13.7% |
| Admin fee / account holder | $223 | $5,421-95.9% | $9,244-97.6% | $4,645-95.2% |