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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 | $12,908 | $118,877-89.1% | $96,570-86.6% | $167,536-92.3% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 20.06% | 50.50%-30.4pp | 37.79%-17.7pp | 478.82%-458.8pp |
| Employer contribution / active EE | $1,581 | $3,121-49.3% | $2,357-32.9% | $4,839-67.3% |
| Participant deferral / active EE | $1,581 | $4,617-65.8% | $3,849-58.9% | $6,342-75.1% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |