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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 | $21,546 | $166,268-87.0% | $165,100-86.9% | $145,897-85.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 30.96% | 100.52%-69.6pp | 70.21%-39.3pp | 552.29%-521.3pp |
| Employer contribution / active EE | $1,706 | $5,284-67.7% | $4,348-60.8% | $4,663-63.4% |
| Participant deferral / active EE | $6,466 | $6,964-7.2% | $6,035+7.1% | $6,689-3.3% |
| Admin fee / account holder | $38 | $16,659-99.8% | $12,696-99.7% | $13,390-99.7% |