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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 | $14,258 | $227,597-93.7% | $189,575-92.5% | $167,536-91.5% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.4%-0.7pp | 82.1%-4.3pp |
| Annual return | 19.18% | 78.44%-59.3pp | 64.19%-45.0pp | 478.82%-459.6pp |
| Employer contribution / active EE | $858 | $5,316-83.9% | $4,412-80.6% | $4,839-82.3% |
| Participant deferral / active EE | $4,418 | $7,002-36.9% | $6,174-28.4% | $6,342-30.3% |
| Admin fee / account holder | $212 | $11,877-98.2% | $9,806-97.8% | $12,315-98.3% |