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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 | $4,515 | $103,008-95.6% | $90,304-95.0% | $152,897-97.0% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.5%-11.0pp |
| Annual return | 18.06% | 95.22%-77.2pp | 78.13%-60.1pp | 345.43%-327.4pp |
| Employer contribution / active EE | $667 | $3,139-78.7% | $2,855-76.6% | $4,764-86.0% |
| Participant deferral / active EE | $865 | $4,281-79.8% | $3,885-77.7% | $5,851-85.2% |
| Admin fee / account holder | $254 | $6,175-95.9% | $5,354-95.3% | $11,599-97.8% |