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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 | $5,223 | $95,580-94.5% | $76,872-93.2% | $139,466-96.3% |
| Participation rate | 73.3% | 74.0%-0.6pp | 69.6%+3.7pp | 80.3%-7.0pp |
| Annual return | 21.82% | 55.00%-33.2pp | 37.90%-16.1pp | 373.66%-351.8pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,536 | $4,623-45.1% | $3,832-33.8% | $6,712-62.2% |
| Admin fee / account holder | $249 | $8,302-97.0% | $5,476-95.4% | $11,409-97.8% |