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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 | $5,676 | $103,008-94.5% | $90,304-93.7% | $152,897-96.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 26.44% | 95.22%-68.8pp | 78.13%-51.7pp | 345.43%-319.0pp |
| Employer contribution / active EE | $783 | $3,139-75.1% | $2,855-72.6% | $4,764-83.6% |
| Participant deferral / active EE | $1,038 | $4,281-75.8% | $3,885-73.3% | $5,851-82.3% |
| Admin fee / account holder | $191 | $6,175-96.9% | $5,354-96.4% | $11,599-98.4% |