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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 | $13,193 | $112,131-88.2% | $95,964-86.3% | $158,982-91.7% |
| Participation rate | 72.7% | 79.0%-6.3pp | 77.1%-4.4pp | 82.0%-9.2pp |
| Annual return | 26.91% | 171.19%-144.3pp | 91.64%-64.7pp | 302.99%-276.1pp |
| Employer contribution / active EE | $1,599 | $3,199-50.0% | $2,541-37.1% | $4,763-66.4% |
| Participant deferral / active EE | $4,119 | $4,784-13.9% | $4,167-1.1% | $5,983-31.2% |
| Admin fee / account holder | $104 | $10,136-99.0% | $6,797-98.5% | $11,252-99.1% |