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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 | $2,419 | $103,008-97.7% | $90,304-97.3% | $152,897-98.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 21.26% | 95.22%-74.0pp | 78.13%-56.9pp | 345.43%-324.2pp |
| Employer contribution / active EE | $548 | $3,139-82.6% | $2,855-80.8% | $4,764-88.5% |
| Participant deferral / active EE | $1,104 | $4,281-74.2% | $3,885-71.6% | $5,851-81.1% |
| Admin fee / account holder | $254 | $6,175-95.9% | $5,354-95.3% | $11,599-97.8% |