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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 | $17,235 | $165,399-89.6% | $149,745-88.5% | $158,982-89.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 19.00% | 348.34%-329.3pp | 276.72%-257.7pp | 302.99%-284.0pp |
| Employer contribution / active EE | $1,778 | $5,105-65.2% | $4,646-61.7% | $4,763-62.7% |
| Participant deferral / active EE | $2,364 | $7,183-67.1% | $6,843-65.5% | $5,983-60.5% |
| Admin fee / account holder | $155 | $10,811-98.6% | $9,312-98.3% | $11,252-98.6% |