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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 | $7,303 | $132,099-94.5% | $115,599-93.7% | $138,895-94.7% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.3%-1.5pp | 79.9%-7.2pp |
| Annual return | 21.19% | 176.76%-155.6pp | 111.10%-89.9pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,092 | $3,416-68.0% | $2,955-63.0% | $4,194-74.0% |
| Participant deferral / active EE | $1,802 | $5,617-67.9% | $4,889-63.2% | $6,396-71.8% |
| Admin fee / account holder | $38 | $15,650-99.8% | $12,841-99.7% | $12,562-99.7% |