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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 | $9,440 | $157,304-94.0% | $141,197-93.3% | $152,909-93.8% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.5%-3.5pp |
| Annual return | 41.51% | 64.34%-22.8pp | 71.41%-29.9pp | 345.46%-304.0pp |
| Employer contribution / active EE | $2,357 | $5,263-55.2% | $4,736-50.2% | $4,764-50.5% |
| Participant deferral / active EE | $2,528 | $7,111-64.4% | $6,710-62.3% | $5,851-56.8% |
| Admin fee / account holder | $7 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |