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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 | $13,355 | $99,079-86.5% | $78,002-82.9% | $273,972-95.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 9.25% | 217.93%-208.7pp | 425.99%-416.7pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,148 | $3,308-65.3% | $2,470-53.5% | $4,869-76.4% |
| Participant deferral / active EE | $1,809 | $4,306-58.0% | $3,497-48.3% | $5,287-65.8% |
| Admin fee / account holder | $31 | $8,954-99.7% | $5,481-99.4% | $10,133-99.7% |