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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 | $5,660 | $149,741-96.2% | $118,914-95.2% | $158,982-96.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 32.54% | 19.94%+12.6pp | 35.89%-3.3pp | 302.99%-270.4pp |
| Employer contribution / active EE | $1,283 | $4,119-68.9% | $3,264-60.7% | $4,763-73.1% |
| Participant deferral / active EE | $1,804 | $5,226-65.5% | $4,266-57.7% | $5,983-69.9% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |