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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 | $6,604 | $85,171-92.2% | $172,752-96.2% | $72,975-90.9% |
| Participation rate | 76.0% | 70.1%+5.9pp | 82.6%-6.6pp | 69.5%+6.5pp |
| Annual return | 22.88% | 27.32%-4.4pp | 802.97%-780.1pp | 81.01%-58.1pp |
| Employer contribution / active EE | $1,087 | $3,324-67.3% | $5,144-78.9% | $2,440-55.5% |
| Participant deferral / active EE | $1,742 | $3,260-46.6% | $5,198-66.5% | $3,608-51.7% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |