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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 | $18,871 | $165,399-88.6% | $149,745-87.4% | $158,982-88.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 26.73% | 348.34%-321.6pp | 276.72%-250.0pp | 302.99%-276.3pp |
| Employer contribution / active EE | $1,404 | $5,105-72.5% | $4,646-69.8% | $4,763-70.5% |
| Participant deferral / active EE | $4,136 | $7,183-42.4% | $6,843-39.6% | $5,983-30.9% |
| Admin fee / account holder | $84 | $10,811-99.2% | $9,312-99.1% | $11,252-99.3% |