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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 | $3,904 | $100,139-96.1% | $85,187-95.4% | $145,884-97.3% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 14.31% | 84.15%-69.8pp | 66.67%-52.4pp | 551.85%-537.5pp |
| Employer contribution / active EE | $859 | $3,238-73.5% | $2,732-68.6% | $4,662-81.6% |
| Participant deferral / active EE | $1,292 | $5,296-75.6% | $4,525-71.5% | $6,690-80.7% |
| Admin fee / account holder | $255 | $7,262-96.5% | $6,162-95.9% | $13,392-98.1% |