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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 | $14,360 | $142,426-89.9% | $115,167-87.5% | $152,909-90.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.5%-2.5pp |
| Annual return | 33.15% | 41.48%-8.3pp | 35.60%-2.5pp | 345.46%-312.3pp |
| Employer contribution / active EE | $2,796 | $4,011-30.3% | $3,179-12.1% | $4,764-41.3% |
| Participant deferral / active EE | $3,606 | $5,165-30.2% | $4,169-13.5% | $5,851-38.4% |
| Admin fee / account holder | $50 | $8,464-99.4% | $7,089-99.3% | $11,601-99.6% |