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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 | $5,906 | $103,392-94.3% | $87,104-93.2% | $152,897-96.1% |
| Participation rate | 76.9% | 79.4%-2.4pp | 76.9%+0.1pp | 82.5%-5.5pp |
| Annual return | 33.95% | 28.10%+5.8pp | 28.19%+5.8pp | 345.43%-311.5pp |
| Employer contribution / active EE | $660 | $3,221-79.5% | $2,521-73.8% | $4,764-86.1% |
| Participant deferral / active EE | $1,757 | $4,778-63.2% | $4,048-56.6% | $5,851-70.0% |
| Admin fee / account holder | $20 | $12,194-99.8% | $7,491-99.7% | $11,599-99.8% |