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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 | $11,045 | $162,812-93.2% | $133,971-91.8% | $158,966-93.1% |
| Participation rate | 70.6% | 83.2%-12.6pp | 79.8%-9.3pp | 82.0%-11.4pp |
| Annual return | 51.19% | 41.94%+9.2pp | 45.09%+6.1pp | 302.95%-251.8pp |
| Employer contribution / active EE | $1,750 | $4,976-64.8% | $3,919-55.3% | $4,762-63.2% |
| Participant deferral / active EE | $5,020 | $5,910-15.1% | $5,047-0.5% | $5,983-16.1% |
| Admin fee / account holder | $114 | $11,741-99.0% | $8,929-98.7% | $11,250-99.0% |