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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 | $8,756 | $93,346-90.6% | $71,796-87.8% | $273,972-96.8% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 21.22% | 130.39%-109.2pp | 78.04%-56.8pp | 41.46%-20.2pp |
| Employer contribution / active EE | $1,554 | $2,733-43.2% | $1,924-19.3% | $4,869-68.1% |
| Participant deferral / active EE | $2,295 | $3,475-34.0% | $2,794-17.9% | $5,287-56.6% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |