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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 | $12,832 | $162,821-92.1% | $133,978-90.4% | $158,982-91.9% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 19.29% | 41.95%-22.7pp | 45.10%-25.8pp | 302.99%-283.7pp |
| Employer contribution / active EE | $1,738 | $4,976-65.1% | $3,919-55.7% | $4,763-63.5% |
| Participant deferral / active EE | $4,384 | $5,910-25.8% | $5,047-13.1% | $5,983-26.7% |
| Admin fee / account holder | $294 | $11,742-97.5% | $8,930-96.7% | $11,252-97.4% |