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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 | $15,882 | $157,296-89.9% | $141,191-88.8% | $152,897-89.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 27.32% | 64.34%-37.0pp | 71.41%-44.1pp | 345.43%-318.1pp |
| Employer contribution / active EE | $2,783 | $5,262-47.1% | $4,736-41.2% | $4,764-41.6% |
| Participant deferral / active EE | $4,463 | $7,111-37.2% | $6,710-33.5% | $5,851-23.7% |
| Admin fee / account holder | $53 | $12,125-99.6% | $10,264-99.5% | $11,599-99.5% |