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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 | $11,118 | $157,304-92.9% | $141,197-92.1% | $152,909-92.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 80.01% | 64.34%+15.7pp | 71.41%+8.6pp | 345.46%-265.5pp |
| Employer contribution / active EE | $1,460 | $5,263-72.3% | $4,736-69.2% | $4,764-69.3% |
| Participant deferral / active EE | $4,447 | $7,111-37.5% | $6,710-33.7% | $5,851-24.0% |
| Admin fee / account holder | $195 | $12,126-98.4% | $10,265-98.1% | $11,601-98.3% |