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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 | $13,806 | $84,233-83.6% | $170,436-91.9% | $70,131-80.3% |
| Participation rate | 78.1% | 70.8%+7.3pp | 83.6%-5.5pp | 69.5%+8.6pp |
| Annual return | 61.04% | 23.06%+38.0pp | 205.94%-144.9pp | 73.14%-12.1pp |
| Employer contribution / active EE | $616 | $3,387-81.8% | $5,433-88.7% | $2,342-73.7% |
| Participant deferral / active EE | $3,190 | $3,086+3.4% | $4,939-35.4% | $3,332-4.3% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |