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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 | $8,922 | $99,079-91.0% | $78,002-88.6% | $273,972-96.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 16.12% | 217.93%-201.8pp | 425.99%-409.9pp | 41.46%-25.3pp |
| Employer contribution / active EE | $1,605 | $3,308-51.5% | $2,470-35.0% | $4,869-67.0% |
| Participant deferral / active EE | $3,389 | $4,306-21.3% | $3,497-3.1% | $5,287-35.9% |
| Admin fee / account holder | $193 | $8,954-97.8% | $5,481-96.5% | $10,133-98.1% |