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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 | $7,222 | $135,954-94.7% | $123,893-94.2% | $273,968-97.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 34.81% | 56.63%-21.8pp | 47.52%-12.7pp | 41.45%-6.6pp |
| Employer contribution / active EE | $2,195 | $5,170-57.5% | $4,617-52.4% | $4,869-54.9% |
| Participant deferral / active EE | $3,549 | $6,343-44.0% | $5,984-40.7% | $5,287-32.9% |
| Admin fee / account holder | $170 | $9,817-98.3% | $8,357-98.0% | $10,132-98.3% |