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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 | $11,531 | $183,516-93.7% | $155,534-92.6% | $145,884-92.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 22.15% | 61.43%-39.3pp | 64.92%-42.8pp | 551.85%-529.7pp |
| Employer contribution / active EE | $1,867 | $5,315-64.9% | $4,675-60.1% | $4,662-60.0% |
| Participant deferral / active EE | $2,798 | $6,467-56.7% | $5,630-50.3% | $6,690-58.2% |
| Admin fee / account holder | $140 | $19,293-99.3% | $15,900-99.1% | $13,392-99.0% |