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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 | $12,297 | $87,546-86.0% | $75,784-83.8% | $125,389-90.2% |
| Participation rate | 73.3% | 80.2%-6.8pp | 75.8%-2.5pp | 83.2%-9.9pp |
| Annual return | 4.30% | 13.49%-9.2pp | 9.68%-5.4pp | 282.24%-277.9pp |
| Employer contribution / active EE | $850 | $3,930-78.4% | $3,323-74.4% | $4,866-82.5% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $173 | $6,503-97.3% | $5,300-96.7% | $9,541-98.2% |