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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 | $22,195 | $162,785-86.4% | $133,959-83.4% | $158,950-86.0% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 19.73% | 41.94%-22.2pp | 45.09%-25.4pp | 302.91%-283.2pp |
| Employer contribution / active EE | $1,444 | $4,975-71.0% | $3,919-63.1% | $4,762-69.7% |
| Participant deferral / active EE | $2,949 | $5,910-50.1% | $5,047-41.6% | $5,983-50.7% |
| Admin fee / account holder | $107 | $11,738-99.1% | $8,928-98.8% | $11,248-99.1% |