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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 | $12,955 | $165,399-92.2% | $149,745-91.3% | $158,982-91.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 28.97% | 348.34%-319.4pp | 276.72%-247.8pp | 302.99%-274.0pp |
| Employer contribution / active EE | $2,700 | $5,105-47.1% | $4,646-41.9% | $4,763-43.3% |
| Participant deferral / active EE | $6,012 | $7,183-16.3% | $6,843-12.1% | $5,983+0.5% |
| Admin fee / account holder | $117 | $10,811-98.9% | $9,312-98.7% | $11,252-99.0% |