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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 | $17,314 | $165,381-89.5% | $149,730-88.4% | $158,966-89.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 27.38% | 348.29%-320.9pp | 276.70%-249.3pp | 302.95%-275.6pp |
| Employer contribution / active EE | $1,883 | $5,104-63.1% | $4,645-59.5% | $4,762-60.5% |
| Participant deferral / active EE | $3,343 | $7,182-53.5% | $6,843-51.1% | $5,983-44.1% |
| Admin fee / account holder | $281 | $10,809-97.4% | $9,310-97.0% | $11,250-97.5% |