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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 | $5,520 | $90,486-93.9% | $78,676-93.0% | $273,972-98.0% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 69.62% | 75.62%-6.0pp | 62.19%+7.4pp | 41.46%+28.2pp |
| Employer contribution / active EE | $1,531 | $3,175-51.8% | $2,850-46.3% | $4,869-68.6% |
| Participant deferral / active EE | $2,578 | $3,901-33.9% | $3,517-26.7% | $5,287-51.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |