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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 | $11,923 | $123,155-90.3% | $108,753-89.0% | $155,188-92.3% |
| Participation rate | 75.0% | 75.6%-0.6pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 20.45% | 44.73%-24.3pp | 37.47%-17.0pp | 148.84%-128.4pp |
| Employer contribution / active EE | $1,262 | $2,811-55.1% | $2,427-48.0% | $4,248-70.3% |
| Participant deferral / active EE | $2,729 | $4,623-41.0% | $4,115-33.7% | $6,531-58.2% |
| Admin fee / account holder | $44 | $12,126-99.6% | $10,320-99.6% | $14,480-99.7% |