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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 | $8,689 | $110,212-92.1% | $96,534-91.0% | $139,466-93.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 79.03% | 26.42%+52.6pp | 25.88%+53.1pp | 373.66%-294.6pp |
| Employer contribution / active EE | $2,482 | $3,620-31.4% | $2,965-16.3% | $4,754-47.8% |
| Participant deferral / active EE | $3,391 | $5,547-38.9% | $4,851-30.1% | $6,712-49.5% |
| Admin fee / account holder | $189 | $11,599-98.4% | $8,253-97.7% | $11,409-98.3% |