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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 | $2,067 | $117,426-98.2% | $99,470-97.9% | $152,885-98.6% |
| Participation rate | 71.4% | 77.5%-6.1pp | 73.8%-2.4pp | 82.5%-11.0pp |
| Annual return | 37.75% | 31.87%+5.9pp | 30.72%+7.0pp | 345.39%-307.6pp |
| Employer contribution / active EE | $789 | $3,014-73.8% | $2,540-69.0% | $4,763-83.4% |
| Participant deferral / active EE | $1,112 | $4,086-72.8% | $3,619-69.3% | $5,851-81.0% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,598-100.0% |