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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 | $3,966 | $85,024-95.3% | $70,544-94.4% | $139,466-97.2% |
| Participation rate | 71.4% | 73.9%-2.5pp | 68.4%+3.1pp | 80.3%-8.9pp |
| Annual return | 0.00% | 30.39%-30.4pp | 32.79%-32.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,178 | $3,912-69.9% | $2,976-60.4% | $4,754-75.2% |
| Participant deferral / active EE | $1,438 | $5,891-75.6% | $4,568-68.5% | $6,712-78.6% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |