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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 | $16,374 | $113,338-85.6% | $94,993-82.8% | $147,585-88.9% |
| Participation rate | 70.0% | 78.0%-8.0pp | 73.9%-3.9pp | 82.8%-12.8pp |
| Annual return | 37.56% | 20.80%+16.8pp | 27.14%+10.4pp | 578.58%-541.0pp |
| Employer contribution / active EE | $2,831 | $3,160-10.4% | $2,603+8.7% | $4,876-42.0% |
| Participant deferral / active EE | $4,613 | $3,777+22.1% | $3,317+39.1% | $5,439-15.2% |
| Admin fee / account holder | $149 | $6,063-97.5% | $4,960-97.0% | $10,886-98.6% |