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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 | $18,790 | $157,304-88.1% | $141,197-86.7% | $152,909-87.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 22.08% | 64.34%-42.3pp | 71.41%-49.3pp | 345.46%-323.4pp |
| Employer contribution / active EE | $1,359 | $5,263-74.2% | $4,736-71.3% | $4,764-71.5% |
| Participant deferral / active EE | $4,438 | $7,111-37.6% | $6,710-33.9% | $5,851-24.2% |
| Admin fee / account holder | $136 | $12,126-98.9% | $10,265-98.7% | $11,601-98.8% |