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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 | $4,774 | $84,684-94.4% | $73,835-93.5% | $125,388-96.2% |
| Participation rate | 71.4% | 76.8%-5.3pp | 73.4%-2.0pp | 83.2%-11.8pp |
| Annual return | 5.89% | 3123.93%-3118.0pp | 2268.13%-2262.2pp | 282.24%-276.4pp |
| Employer contribution / active EE | $816 | $3,123-73.9% | $2,788-70.7% | $4,866-83.2% |
| Participant deferral / active EE | $1,017 | $3,993-74.5% | $3,583-71.6% | $5,352-81.0% |
| Admin fee / account holder | $39 | $5,691-99.3% | $4,880-99.2% | $9,541-99.6% |