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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 | $162,821-93.9% | $133,978-92.5% | $158,982-93.7% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 19.14% | 41.95%-22.8pp | 45.10%-26.0pp | 302.99%-283.8pp |
| Employer contribution / active EE | $1,527 | $4,976-69.3% | $3,919-61.0% | $4,763-67.9% |
| Participant deferral / active EE | $1,785 | $5,910-69.8% | $5,047-64.6% | $5,983-70.2% |
| Admin fee / account holder | $187 | $11,742-98.4% | $8,930-97.9% | $11,252-98.3% |