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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 | $11,609 | $118,708-90.2% | $98,920-88.3% | $158,966-92.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 11.14% | 372.49%-361.3pp | 196.47%-185.3pp | 302.95%-291.8pp |
| Employer contribution / active EE | $1,389 | $3,334-58.3% | $2,689-48.3% | $4,762-70.8% |
| Participant deferral / active EE | $1,939 | $5,089-61.9% | $4,245-54.3% | $5,983-67.6% |
| Admin fee / account holder | $62 | $10,134-99.4% | $6,643-99.1% | $11,250-99.4% |