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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 | $12,043 | $115,810-89.6% | $101,271-88.1% | $158,966-92.4% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 26.14% | 56.15%-30.0pp | 46.48%-20.3pp | 302.95%-276.8pp |
| Employer contribution / active EE | $1,577 | $4,175-62.2% | $3,660-56.9% | $4,762-66.9% |
| Participant deferral / active EE | $1,851 | $4,958-62.7% | $4,371-57.7% | $5,983-69.1% |
| Admin fee / account holder | $20 | $7,248-99.7% | $5,948-99.7% | $11,250-99.8% |