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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 | $9,414 | $103,008-90.9% | $90,304-89.6% | $152,897-93.8% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 70.27% | 95.22%-25.0pp | 78.13%-7.9pp | 345.43%-275.2pp |
| Employer contribution / active EE | $567 | $3,139-81.9% | $2,855-80.2% | $4,764-88.1% |
| Participant deferral / active EE | $1,426 | $4,281-66.7% | $3,885-63.3% | $5,851-75.6% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |