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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 | $10,052 | $101,063-90.1% | $81,473-87.7% | $147,586-93.2% |
| Participation rate | 71.4% | 74.5%-3.0pp | 68.0%+3.5pp | 82.8%-11.4pp |
| Annual return | 17.16% | 32.41%-15.2pp | 38.78%-21.6pp | 578.59%-561.4pp |
| Employer contribution / active EE | $538 | $3,206-83.2% | $2,568-79.1% | $4,876-89.0% |
| Participant deferral / active EE | $600 | $4,242-85.9% | $3,537-83.0% | $5,439-89.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |