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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 | $9,991 | $162,781-93.9% | $133,956-92.5% | $158,931-93.7% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 19.14% | 41.94%-22.8pp | 45.09%-25.9pp | 302.86%-283.7pp |
| Employer contribution / active EE | $1,527 | $4,975-69.3% | $3,919-61.0% | $4,761-67.9% |
| Participant deferral / active EE | $1,785 | $5,911-69.8% | $5,048-64.6% | $5,982-70.2% |
| Admin fee / account holder | $187 | $11,736-98.4% | $8,927-97.9% | $11,247-98.3% |