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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 | $1,137 | $99,053-98.9% | $88,179-98.7% | $138,895-99.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.1%+2.3pp | 79.9%-8.5pp |
| Annual return | 18.44% | 78.17%-59.7pp | 64.97%-46.5pp | 145.39%-127.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |