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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 | $9,589 | $124,336-92.3% | $111,303-91.4% | $167,518-94.3% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 38.27% | 37.45%+0.8pp | 54.66%-16.4pp | 478.71%-440.4pp |
| Employer contribution / active EE | $1,597 | $3,436-53.5% | $2,731-41.5% | $4,838-67.0% |
| Participant deferral / active EE | $4,127 | $5,181-20.3% | $4,487-8.0% | $6,342-34.9% |
| Admin fee / account holder | $24 | $10,623-99.8% | $7,966-99.7% | $12,312-99.8% |