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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 | $19,960 | $98,240-79.7% | $82,313-75.8% | $147,585-86.5% |
| Participation rate | 70.8% | 79.7%-8.9pp | 76.9%-6.1pp | 82.8%-12.0pp |
| Annual return | 11.57% | 30.85%-19.3pp | 25.88%-14.3pp | 578.58%-567.0pp |
| Employer contribution / active EE | $1,209 | $3,192-62.1% | $2,428-50.2% | $4,876-75.2% |
| Participant deferral / active EE | $1,854 | $4,383-57.7% | $3,706-50.0% | $5,439-65.9% |
| Admin fee / account holder | $212 | $8,563-97.5% | $5,608-96.2% | $10,886-98.0% |