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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 | $6,530 | $100,895-93.5% | $90,430-92.8% | $158,950-95.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 19.34% | 1725.54%-1706.2pp | 1293.73%-1274.4pp | 302.91%-283.6pp |
| Employer contribution / active EE | $818 | $3,689-77.8% | $3,262-74.9% | $4,762-82.8% |
| Participant deferral / active EE | $1,094 | $4,347-74.8% | $3,963-72.4% | $5,983-81.7% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |