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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 | $5,910 | $103,038-94.3% | $90,324-93.5% | $152,909-96.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 28.97% | 95.25%-66.3pp | 78.15%-49.2pp | 345.46%-316.5pp |
| Employer contribution / active EE | $1,192 | $3,141-62.1% | $2,856-58.3% | $4,764-75.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |