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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 | $3,839 | $103,000-96.3% | $90,300-95.7% | $152,885-97.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 27.78% | 95.19%-67.4pp | 78.11%-50.3pp | 345.39%-317.6pp |
| Employer contribution / active EE | $836 | $3,138-73.4% | $2,854-70.7% | $4,763-82.5% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |